Tim Veiro Independent Financial Adviser
About Tim Veiro Independent Financial Adviser
For advice on your pensions and investments. Get in touch, initial meeting at my expense.
Tim Veiro Independent Financial Adviser Description
Pensions
Investments
Mortgages
Life Cover
Savings
General Insurance
Wills
Reviews
It has been 4 years since the introduction of pension freedoms. A reminder of the key elements and tax traps.
Sometimes, you have to go back to basics to get what you want in life.
The start of a new tax year is always a good time to review and update your retirement plan.
It's easier to make financial decisions and to stay on track to meet your goals with a Financial Plan.
If you are starting to prepare for your retirement you may wish to complete a pension review.
A common client objective is to pay as little tax as possible, here I share a couple of strategies to help you pay less on your own investments.
Pensioners are expected to see a 2.6% rise in their state pension from next April. For those yet to benefit there remains plenty of confusion around who gets it, how much it's worth and when it's due. #retirementplanning
Use our Pension Review Service to make sure that the money stored in your pension pot is being invested correctly so that you can get the best returns. Contact us for a meeting.
Are you planning to making your money work harder this year?