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Pensions & Investments

We can refer you to an Independent Financial Advisor, who specialises in Pensions and Investments.

The review service will obtain projections on current schemes and provide a comparison to modern schemes, to establish whether you should consider switching schemes or not.

Pension Review

Whether you’re looking to maximise your pension income now, or reviewing existing pension arrangements to make sure they meet your goals, the Independent Financial Advisor will be happy to explain your options.

If you have a pension plan that has not been reviewed recently, or several plans which you wish to amalgamate into one scheme, they can advise if this is appropriate and financially beneficial.

Investment Review

There is no such thing as a “Risk Free” investment. All investments carry some degree of risk. It is their task to ascertain through discussion, the level of investment risk you are prepared to expose your capital to, in pursuit of investment return.

They are fully authorised to give you advice. They will look at your individual circumstances and objectives before making any recommendations.

They will also make sure that you fully understand the nature, aims and risks of any products you buy and how much they will cost you.

Get your free review…

Pensions and Investment reviews are referred to a 3rd party specialist. Your Money Solutions (FS) Ltd are not responsible for any advice received from the specialist.

* Data Protection Declaration

Your Money Solutions (FS) Ltd will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidential now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts.

To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary or for the duration of any contract you may enter into. You have the right to inspect these records at any time.

** Our Future Relationship

Our ongoing business relationship with you is important and we would like to be able to contact you by telephone, post or email from time to time to review your mortgage and associated protection product arrangements and introduce other services that may be of interest to you from ourselves or our associated companies.