Independent financial planning advice for your retirement, focussing on long term client relationships with business owners and professionals who want to gain control of their pensions and help their business grow.
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01454642892
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workBusiness Address
5 Loveridge Court,
Frampton Cotterell,
Bristol
BS36 2NX
Directory information – investment planning
We frequently answer the following questions:
How much should I invest and how much should I keep in cash? Will I lose money? How can I improve returns? How can I stop the taxman getting my hard earned cash? Shares, bonds, cash or property?
Our advice includes ethical investing; cash ISAs; making the most of tax allowances, tax credits and state benefits; interspouse tax planning and intergenerational inheritance planning.
We focus on advising those who live or work in postcode areas BA, BS, GL or SN.
Directory information – retirement planning
We frequently answer the following questions:
When can I retire? How much do I need to save? How much will I receive? What about state pensions? What happens if I die? Pension or ISA? Company pension or personal pension?
Our advice includes tax free cash; flexible income; SSAS; commercial property; pension loans; SIPPs; personal pensions; annuities; state pensions and company pensions.
We focus on advising those who live or work in postcode areas BA, BS, GL or SN.
- The value of pensions and investments can fall as well as rise. You may get back less than you invested.
The Financial Services Authority does not regulate advice on some taxation matters.
The Lost Coin is a trading style of Positive Solutions (Financial Services) Ltd, authorised and regulated by the Financial Services Authority. - google-site-verification=FGxhyxeE6Gz-I6LCXW_k1n3ukt5gMlQXBzaD8EMfTWQ
