Pension and Investment

Pension and Investment Advice

OUR HIGHLY EXPERIENCED TEAM OF FINANCIAL ADVISERS WOULD BE HAPPY TO DISCUSS YOUR REQUIREMENTS SO PLEASE DO CONTACT US FOR AN INFORMAL DISCUSSION TO SEE HOW WE MIGHT BE ABLE TO HELP YOU.

Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.

A well-prepared pension plan which is regularly reviewed should go some way to providing you with your required level of income. It requires action as early as possible, so don't delay your planning. If you have already started, or wish to commence withdrawals, we can offer a full advisory service.

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THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

Savings & Investments

When someone talks about savings and saving money, they could be referring to a piggy bank on the mantelpiece or a high interest deposit account. Savings are effectively cash or cash instruments, for example, deposit accounts or term bonds.

Investing is what you can do with the savings you have created - if you are looking to generate a return on your money that is greater than what is already available to you through your savings instruments.

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THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

ADVICE ON CASH ON DEPOSITS IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

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Lester House 21 , Broad Street , Bury , Lancashire, BL9 0DA

Send us an email to info@masoncolewm.co.uk