WEALTH & RETIREMENT SPECIALISTS

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For people interested in maximising their retirement savings and family wealth.

OUR LATEST ARTICLE

Are we taking too much risk in our pension funds?

Are We Taking Too Much Risk in Our Pension Funds
OUR LATEST ARTICLE

Are we taking too much risk in our pension funds?

Are We Taking Too Much Risk in Our Pension Funds

Pension investors today investing in the type of fund we discussed above (or any passive or quasi-passive multi-asset funds) are effectively taking three big investment bets:

  1. That equities will continue to outperform bonds
  2. That the Pound will continue to fall relative to the US dollar
  3. That the top 10 biggest companies in the world will have the best performing shares for the next 10 years.

Let’s look at each of the three big risks in context.

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Why us? Well, our interests are in your interest.

We take a global investment outlook, keeping an eye on markets both home and abroad, giving you confidence that a breadth of opportunities have been considered alongside your unique objectives and risk profile. Now that’s smart and sensible retirement planning.

What makes us such a dependable partner?

Specialist

We specialise in retirement & income planning

Simplified

We’ve combined financial planning & investment management

Personalised

We offer a professional, trusted & friendly service

Optimised

We have a secure, sensible & fully researched investment portfolios

Check out our guides for more information on areas where we could help you.

The pros and cons of consolidating pension accounts to create income in retirement and an appropriate investment strategy.

Learn how international offshore investment bonds can help you improve your tax efficiency.

This guide covers the basics of IHT, how it is charged and how to manage it more effectively.

Speak to one of our experts for 30 minutes to find out how to optimise your investment strategy to secure your financial future.