This week we hope you are able to enjoy the beautiful weather we’re currently having. Summer is definitely the time when we all like to unwind and, as lockdown eases, maybe plan a break away. It’s also a great time to think ahead about how you can have more leisure time in the future. Ensuring your financial matters are in order now may help you feel more relaxed about the future.
Here are Hamnett Wealth Management’s top 3 financial matters to tackle this summer:
1. Take control of your pension arrangements
Whether you’re looking to set up a pension, save money on annual management charges or to reduce fees on expensive pension plans, make sure you review your current pension arrangements to see whether they are likely to help you achieve your retirement goals.
2. Review your investments
With fast changing global events affecting markets, it is imperative that your portfolio and pensions are strategically invested to profit from uncertainty and protect yourself from market shocks.
3. Question your current financial advisor
Do you know what they are charging you in fees? Recent press reports have highlighted several cases of people moving their portfolios and pensions from a certain provider because they have been subjected to high fees, poor service and a lack of transparency
If you would like one of our Advisors to review your finances, are unsure of how your portfolio is performing, or want to look at alternate ways to get a good return on your savings and pensions, please call us on 0114 235 3500 for a free initial meeting. Our office is operating as normal but we can also offer appointments by telephone or Facetime, Microsoft teams & Zoom.