Review your plans

Consider this: -

Have you purchased a pension in the last 5, 10 or 20 years, or joined a company scheme? Are you aware of the new legislation changes, charges, full plan details, including investment funds and benefits to you? Will you receive the full benefits?  New products now are far superior.  These are some of the vital issues that you should know. Don't leave it too late - review your existing plans now.

Have you ever contributed to a company pension, personal pension or endowment, which is paid up? Do you know what charges you are paying, benefits you will ultimately receive?

Have you purchased a life policy in the last 10 years? It’s worthwhile to check it to see whether the product can be bettered in cost or terms periodically.  Why pay more - you could save thousands, as rates in the last few years have reduced considerably.

Have you bought an endowment life policy in the last 10 years? Isn't it worthwhile, considering the amount you are going to invest, to check to make sure that the plan has been sold correctly and the benefits are targeted to repay your mortgage?

Is your current investment portfolio, ISA producing the best income?  How have the investments performed against their peers? Can you save on charges to increase returns?

Are you really getting the best building society rate? Quite often your income can be considerably increased, simply by re-investment.

Do not wait until it is too late. PAS Financial Planning can review your existing financial plans to ensure that you aware of the circumstances surrounding the sale of a particular product. We will create a portfolio Report detailing your plans which will be used as the basis for your existing and future financial plans. For further information please contact Andrew Glanvile.

It would pay for you to use our service
~if not now, then sometime in the future".