Working with Stockdale Asset Management on

Pensions & Retirement Planning

When it comes to retiring, people are generally saving too little too late but with some careful pension planning we can help make sure that you have a comfortable and enjoyable retirement. Pension planning can be a complex area but does benefit from tax reliefs to help you save for retirement, whilst potentially reducing the amount of tax you pay. If you are thinking about retiring in the near future, or are already retired, we can help provide advice on the best way to access your retirement benefits and show you the retirement income path that best suits your needs. We will manage and review your pensions on an on-going basis to take into account any changes in your circumstances and to keep them in-line with your objectives and risk profile.

SIPPs

A Self Invested Personal Pension (SIPP) is governed by the same rules regarding contributions, tax relief, eligibility etc. as normal personal pensions but differ significantly in terms of investment choice. A SIPP is a tax ‘wrapper’. This means that we can manage your SIPP investment portfolio whilst also helping you to find the most suitable SIPP provider.

Hear from our clients

testimonial

“Pete has been managing our investments and pensions for a number of years now and we have always found him incredibly helpful and professional (even writing letters for us to sign to change our address with our pension providers when we moved house!).  We would, and have, recommended Stockdales to family, friends and work colleagues due to their great customer service, knowledge and sound financial advice.”

Dave and Clare Chapman

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale Asset Management Ltd,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@stockdaleasset.com
Telephone: 01208 831777
Fax: 01208 831888

 

 

 

Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Broadwalk House 5 Appold Street London EC2A 2AG. Legal Disclosure. Privacy Policy.

Working with Stockdale Asset Management on

Pensions & Retirement Planning

When it comes to retiring, people are generally saving too little too late but with some careful pension planning we can help make sure that you have a comfortable and enjoyable retirement. Pension planning can be a complex area but does benefit from tax reliefs to help you save for retirement, whilst potentially reducing the amount of tax you pay. If you are thinking about retiring in the near future, or are already retired, we can help provide advice on the best way to access your retirement benefits and show you the retirement income path that best suits your needs. We will manage and review your pensions on an on-going basis to take into account any changes in your circumstances and to keep them in-line with your objectives and risk profile.

SIPPs

A Self Invested Personal Pension (SIPP) is governed by the same rules regarding contributions, tax relief, eligibility etc. as normal personal pensions but differ significantly in terms of investment choice. A SIPP is a tax ‘wrapper’. This means that we can manage your SIPP investment portfolio whilst also helping you to find the most suitable SIPP provider.

Make an enquiry

Please leave us your details below, or give us a call on 01208 831777

 

Stockdale Asset Management Ltd,
St Ingunger Offices, Lanivet, Cornwall. PL30 5HS
Email: office@stockdaleasset.com
Telephone: 01208 831777
Fax: 01208 831888

 

 

 

Stockdale Asset Management is a trade name of Raymond James Investment Services Ltd (Raymond James) utilised under exclusive licence. Raymond James is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.3779657 Registered Office Broadwalk House 5 Appold Street London EC2A 2AG. Legal Disclosure. Privacy Policy.