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Posts Tagged ‘Investments’

Tin Box Service

Icon Written by Flora Maudsley-Barton on 11 Mar ’09 – 4:43 pm

We have never found a better name for this service, so we call it what our clients call it. The tin box service. You know that list?  The list of all your bank accounts, share certificates, investments, premium bonds etc that you update and put in a tin box every now and then so that more »

Tags: Financial Planners, Investments, Lymm, Parsonage, Peace Of Mind, Premium Bonds, Share Certificates, Tin Box, Tin Box Service

Investment Review

Icon Written by Flora Maudsley-Barton on 11 Mar ’09 – 4:40 pm

Our clients welcome Parsonage’s investment review service because they recognise that it is essential to look after their investments. They welcome the reassurance that comes from knowing that a Chartered Financial Planner is monitoring their investments for them, backed up by a team of technicians.  Would you appreciate our investment review service?  We have many more »

Tags: Fund Performance, Investment Portfolio, Investment Service, Investments, Monitoring Performance, Parsonage, Performance Objectives, Portfolio, Service Monitoring, Withdrawals

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