Wills, Power of Attorneys and some form of tax planning are not regulated by the Financial Services Authority.
Dundas House, 166 Buchanan Street, Glasgow, G1 2LW, Company No. SC249375
Warde Graham Consulting Limited is authorised and regulated by the Financial Services Authority. Registered in Scotland, registered number SC249375.
Registered address Dundas House, 166 Buchanan Street, Glasgow, G1 2LW. We are entered on the FSA register number 225466 at www.fsa.gov.uk.
To ensure that you retain your wealth throughout your life, it is important to plan for your future.
The sooner you start planning your pension for your retirement the more secure your financial position will be when you retire. While the Government will help, it is important to contribute to your own private pension plans so that you are not relying solely on the State.
And if your pension plan is not managed properly, there is a danger you may not achieve financial security in the future. There are three main reasons for this:-
First, most pension plans contain funds which are not actively monitored by a financial adviser.
Second, most pension plans are not managed in line with a suitable asset allocation and risk profile.
Third, many people pay higher charges than necessary for the administration of their pension plan, which means they are not getting value for money.
We are widely recognised as expert pensions advisers in Glasgow, with a particular reputation for our active stance in providing individual and bespoke opportunities for our clients.
Approximately 80% of all pensions reviewed are found to be under-performing and in many cases yield less than a third of the potential offered.
If you think this might be happening to you, or your company, please give us a call for a free, no obligation initial review. Call us on 0141 331 0660.