Summer is a time when we all like to unwind and maybe plan a holiday. 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:
- 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
Investment values have risen well in the last 12 months but volatility has been high. With fast changing political 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
Hamnett Wealth Management offer unbiased, expert financial planning advice. Our professional, qualified Independent Financial Advisers take time to understand your specific requirements, aims and financial objectives to ensure your future is secure. Our services include:
• Pre & Post Retirement Advice
• Investment Planning
• Long-term Care Advice
• Divorce & Separation Advice
Take control of your financial future today with Hamnett Wealth Management. We offer a free initial face-to-face consultation where we will assess your needs and explain how we can help. Call us now on: 0114 235 3500 or email us at: advice@hamnettwealth.com
