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    Personal Pension Plans

    A personal pension plan helps you save money for retirement and is available to any United Kingdom resident who is between the ages of 16 and 75..

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    Mortgages

    Mortgages are loans which are intended to help buyers purchase residential property. Your home may be repossessed if you do not keep up repayments on your mortgage.

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    Savings & Investments

    It’s less risky than investing, but it offers limited growth. The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

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    Taxation

    Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Tax Planning is not regulated by the Financial Conduct Authority.

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    Retirement Planning

    A well prepared pension plan should be regularly reviewed. The value pf pensions and the income they produce can fall as well as rise. You may get back less than you invested.

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    Protection

    There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the impact...

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    Equity Release

    If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. Equity Release will reduce the value of your estate and can affect your eligibility for mean

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    Business Protection

    Every business needs to protect itself. For most businesses the most valuable asset it has is its people...

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