Whether you have a few pounds left at the end of each month or a pot of
money that you need to see grow, saving for the future is sound financial
advice. You may simply be saving for the proverbial rainy day, perhaps a
deposit on your first home, or maybe distant shores are beckoning you
from afar. Whatever you are saving to achieve, there is much to consider.
(SMT) Money Matters Ltd, 2 Highams Hill, Gossops Green, Crawley, West Sussex RH11 8BS.
(SMT) Money Matters Ltd is registered in England & Wales no. 5934639. Registered office: as above.
(SMT) Money Matters Ltd is authorised and regulated by the Financial Conduct Authority.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
(SMT) Money Matters Ltd is registered in England & Wales no. 5934639. Registered office: as above.
(SMT) Money Matters Ltd is authorised and regulated by the Financial Conduct Authority.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
Pension Planning
Protection
Mortgage Advice
Estate Planning
Are you starting to think about saving for your retirement? Perhaps you
are unhappy with the performance or the charges of your current
pension plan? Or maybe you will soon be giving up work but you are
unclear as to the options available to you? However far along you may be
on your journey to retirement, we are here to help.
Someone has crashed into your car? No problem, your insurance will
pay for the repairs. Left your camera on the beach? Never mind, that's
what travel insurance is for. Someone's stolen your laptop? Don't worry,
it can easily be replaced. But what of your health? What of your life?
And what about your loved ones? It is a sad fact that many of us do not
protect our health and loved ones as much as we do our possessions.
For most of us our home starts out as our greatest expense but it can soon
become our most significant asset. Every step of the way, no matter how far
up the property ladder you may be, it is important to choose the right
mortgage. The range of options available though can make it all seem quite
confusing, but we can help you find the mortgage that is right for you.
Financial Planning and Estate Planning go hand in hand, and we have
proved that it doesn't have to be complicated. Just ask yourself three
simple questions. Who do you trust to make important decisions? Who are
you working hard to provide for? And do you like paying too much tax?
Answer these three questions and you are already well on the way to
putting your personal and financial affairs in order.
Innovative solutions are available to those who perhaps seek a more
sophisticated investment strategy. Maybe you perceive taxation as a
means potentially to increasing your wealth, actively taking advantage of
tax relief while actually reducing your IHT liability? Perhaps you need a
bridging loan or are looking to purchase a commercial property through
your pension fund? Our specialist advice can help you make it happen.
The value of your investment can go
down as well as up and you may get
back less than you have invested.