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With you at every stage of the journey
The plans we recommend to each of our clients are unique because no two people have the same circumstances or the same relationship to their wealth. However, from the hard work of building wealth, to concerns about maintaining it and the complexities of sharing it, there are stages that everyone who has accrued personal wealth passes through. To learn more about how we can help you to use, grow and protect your wealth, begin by exploring the wealth stages on this site.
Budgeting/Cash Flow Planning Building Wealth Punter Southall Financial Management
Budgeting is a vital part of pre and post-retirement planning Read More .
Inflation Maintaining Wealth Punter Southall Financial Management
Inflation can improve or ruin your financial plans Read More .
Equity Release Retirement Pension Planning Punter Southall Financial Management
What are your options for affording care in old age? Read More .
Investments Distributing Wealth Punter Southall Financial Management
The right principles for investing through trusts Read More .
Nearing Retirement Retirement Pension Planning Punter Southall Financial Management
Now is the time to fully understand the different retirement options, and to structure your retirement accordingly. Read More .
Individual Savings Accounts ISAs Building Wealth Punter Southall Financial Management
The government’s scheme to help you save in a tax-efficient way Read More .
A sound financial plan plays out over years, perhaps even decades, so your planner will be with you for the long term. Read More .
Here you will find a range of articles written by individuals within PSFM who have either a particular specialism or interest in the chosen subject matter. These articles will provide you with key dates of note which we hope you Read More .
This website is maintained for general circulation and is intended to provide information only. It is not intended to be construed as a solicitation for the sale of any particular investment or as investment advice and does not have regard to the specific investment objectives, financial situation and particular needs of any person to who it is read by. Tax treatment will depend upon individual circumstances and maybe subject to change in the future. Please also note that the value of investments, and /or the income from them, can fall as well as rise so you may get back less than you invested. The past performance of an investment should not be relied upon as a guide to its future performance. Comment and opinion on this website is based on HMRC’s tax regulations for 2016/17.
© 2017 Punter Southall Financial Management is a trading name of PSFM Limited. PSFM Limited is authorised and regulated by the Financial Conduct Authority FCA registration Number: 137684. Registered Office : 11 Strand, London, WC2N 5HR. Registered in England and Wales Number: 2148740 VAT Registration Number: 782601821 A Punter Southall Group Company