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Posts Tagged ‘Cheshire’

Retiring Now

Icon Written by Flora Maudsley-Barton on 10 Mar ’09 – 10:38 pm

  Once you reach retirement, there are still many options to make the most of your pensions and savings.  Parsonage will look at how you should draw your pension to your best advantage, perhaps investing in an annuity – an income for life, provided by an insurance company.  Or your circumstances may be better suited more »

Tags: Best Annuity Rates, Cheshire, Income Strategies, Investment Returns, Investments, Lymm, Parsonage, Pensions, Retirement counselling, Retirement Income, Retirement Options

How we charge

Icon Written by Flora Maudsley-Barton on 10 Mar ’09 – 10:33 pm

All financial advisers are required to list their charges when ‘there is the prospect of doing business’.  At Parsonage, we believe in being open about our charging structure, so we publish it for all to see.  Does your current adviser do that? Here it is, our brochure and terms of business Parsonage offers a professional more »

Tags: Certified Financial Planner, Charges, Chartered Financial Planner, Cheshire, Financial Advisers, How We Charge, Lymm, Parsonage, Professional Service

Inheritance Tax Review

Icon Written by Flora Maudsley-Barton on 8 Mar ’09 – 8:23 pm

Inheritance Tax planning has been big news for several years now, with the awful reality that despite your hard work and savings throughout your life, a large percentage of your estate may well be given back to the government after you’ve gone.  Effective Inheritance Tax planning could save your family literally hundreds of thousands of more »

Tags: Beat the Tax Man, Cheshire, Inheritance Tax Planning, Investing, Lymm, Monetary Gifts, Parsonage, Sums Of Money, Tax Planning Timetable

What we do

Icon Written by Flora Maudsley-Barton on 8 Mar ’09 – 7:57 pm

“Making your money work harder“ The need for Parsonage’s expert, qualified advice and solutions,  often begins at key stages of our clients’ lives – such as moving home, starting a family, retiring, recognising the need to plan for the next generation, inheritance tax planning, investing.  Then, we stay with our clients every step of the more »

Tags: Cheshire, Financial Services, Honest Communication, Key Stages, Lymm, Parsonage, Redundancy, Retirement