Pension Case Studies - Pension Funding
"The regular reviews have been invaluable and I’m sure that I would never have known about salary sacrifice without guidance from Jane."
I contacted Jane, the pension expert at Isis Financial Planners, in 2004 to ask her advice about making contributions to a personal pension. My employer was prepared to make a contribution to a plan of my choice and I wanted to invest ethically.
Jane recommended a suitable provider for contributions from me and my employer. She has regularly reviewed my pension and as my salary has increased she recommended that I switch to using a salary sacrifice arrangement. This has kept me out of the higher rate tax bracket and saved me national insurance as well. My employer has also benefited. The regular reviews have been invaluable and I'm sure that I would never have known about salary sacrifice without guidance from Jane. She has also calmed my nerves when I've seen my pension falling in value by explaining that volatility could be beneficial in the long term.
I M, London
"This specialist team punches well above it's weight."
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Senia & Francois, London
"We have been clients of Louis and Maggie for over 12 years and they have provided an excellent financial advice service." Read more
Pension Case Studies - Pension Funding
"The regular reviews have been invaluable and I’m sure that I would never have known about salary sacrifice without guidance from Jane."
Pension Case Studies - Income In Retirement - Drawdown
"I'm very happy with the level of income and the tax efficiency of the arrangement which suits me very well."
