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Recent Questions & Answers

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Recent Questions & Answers

  • How often will you review my investments? 04-12-19
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    This is dependent on the on-going service agreement you wish to choose but typically this can be face-to-face biennially and via phone /skype during the none face-to-face years. For all queries or questions before the review dates, you would be able to contact me on my mobile during business hours.
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  • How long will it be before I see a return on my investment? 04-12-19
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    Any investment is long term, 5 years as a minimum term and longer is ideal and of course depends on the markets, as funds can down as well as up and you could get back less than you originally invested. Fund performance would be a guide that you would be shown.
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  • How do I pay your fees? 04-12-19
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    The most popular method is to deduct this from the fund itself if it is a pension transfer. If it is an investment some clients prefer to invest the whole amount and pay us separately for the work completed.
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  • Should I Delay taking my pension pot? 04-12-19
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    You could instead delay taking some of your pension. For example, you might be able to arrange to retire gradually, or change to working part-time or flexibly and then draw part of your pension. If you want your pot to remain invested after the age of 75, you will need to check with your pension scheme or provider that they will allow this.
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  • I recently sold my company so I came into some money which enables me to pay off my mortgage if required, however I have heard that that might not be the best thing to do? 04-12-19
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    Pay off the debt unless you have any risk to future borrowing. Unless you know of risks to your creditworthiness, pay it off. Hope that helps.
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  • What do financial advisors charge and how much am I likely to pay? 04-12-19
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    A financial adviser must tell you how much they charge before you are taken on as a client its part of the rules that all advisers have to abide by. Some might charge per hour, others might charge a fixed fee or a percentage (typically 3-4.5%) of the value of your pension pot.
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  • What are your costs? 04-12-19
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    We work on a percentage fee of funds under management, the bigger the funds, the greater the risk it is to us as a business. We work on a standard sliding scale within our company's terms of business.
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Disclaimer: This site is not intended or designed for SERIOUS financial questions which should be directed immediately by telephone or in-person to qualified professionals. Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not Regulated Advice; Regulated Advice is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional financial advice, or to establish a professional-client relationship. The Experts may remain anonymous for compliance reasons.