Scrutton Bland offer a holistic approach to investments and pensions which combines tax and financial planning. To find out more contact James or one of his colleagues at 01473 267000 or james.wright@scruttonbland.co.uk
Scrutton Bland’s financial advisers work by asking a number of questions to our clients which enables us to match an individual’s attitude to risk with an appropriate asset allocation strategy. By investing in a range of equities in the UK, US, European and Far East sectors, as well as fixed interest assets including government gilts and corporate loans and the commercial property sector, pensions and investments can provide growth over the longer term without having to take uncomfortable risks. Pensions can also very effectively provide income tax reliefs on contributions and tax free growth before becoming a source of income in retirement.
There are also other things that you can do – the most obvious of which is to manage your savings! If you have had a number of jobs over your career then you may have multiple pension pots, or you may have a lump sum from a bequest or selling a house. Investing this money wisely sounds obvious, but many people still have their savings in low interest accounts, when with a little effort, their money could be earning much more for them. Getting good advice from an independent financial adviser who can look at the whole of the market, rather than steer you to a limited range of investment options, is crucial: if your investments perform poorly then your income will dwindle.
F I N A N C I A L P L A N N I N G | S C R U T T O N B L A N D | 3 7
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