Our office is based in the village of Charfield, near Wotton-under-Edge. We are located just 5 minutes from junction 14 of the M5 and only 20 minutes from the M4 corridor, with easy access to Gloucestershire, Bristol & North Somerset and South Wales..
Capital sums for investing are acquired in many ways. These include inheritance, maturing savings policies, windfalls and proceeds from many years of saving. Investment types & requirements can be divided into short and long term needs.
Pensions have one very important advantage - they're incentivised by the taxman. In fact, the taxman is very generous when it comes to personal pensions, adding to your pension every time you pay money in.
Disclaimer: The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage.
In addition to our Investments, Mortgages and Pensions advice we offer expert advice on Life Assurance and Property Insurance.