A collection of articles created by our advisers for our clients. This edition covers a range of subjects; from financial wellbeing, a few tax tips and a financial roadmap to help parents with their children’s finances. Any clients who have visited Penn Barn might recognise a few of the featured artifacts scattered around the office!
Introducing our new Retirement Holiday Planner, our Protection Specialist – James and provides an insight into what our advisers do in their spare time!
There are good stats and information on retirement planning plus a more light hearted articles on sports to consider during retirement to keep you active. The interview with Jacqueline Berry on long term care navigation services has great sources of information if you or a family member find themselves in this situation. We’ve even included a piece on the history of Penn Barn, home to one of our offices for the past 17 years. Client Corner always proved to be a popular read, this light-hearted section on how our clients use their spare time in a fascinating range of ways.
This edition focuses on our very successful income portfolio and also provides some background to the workings and purpose of our internal investment committee. It also covers how clients are now using our forecasting software CashCalc to build a plan with long-term goals in mind. CashCalc is not used solely for retirement planning, it can be used for a wide range of financial scenarios, from care home fee funding, school fees planning and even some elements of tax planning.
This special edition celebrates our 30 year anniversary and FM being added to the top 100 Financial Advisers in the UK by the Financial Times.
Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.
Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.