Independent financial planning advice, focussing on retirement planning, using SSAS and SIPP pensions, for professionals and business owners (up to 50 employees); individuals interested in ethical investments; individuals approaching retirement age.
Contact Information
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01454642892
51.52830194444444
-2.478288611111111
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More Information
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workBusiness Address
5 Loveridge Court,
Frampton Cotterell,
Bristol
BS36 2NX
Business information – geographic areas of advice
We focus on face to face advice in the postcode areas around Bristol (BS, BA, GL and SN) and Northampton (NN, LE, MK and PE).
However, we do work further afield, within the UK, using Skype, email and post.
Directory information – investment planning
We frequently answer the following questions:
How much should I invest and how much should I keep in cash? Will I lose money? How can I improve returns? ISA, pay off mortgage, buy to let property or pension? How can I stop the taxman getting my hard earned cash? Shares, bonds, cash or property?
Our advice also includes ethical investing; cash ISAs; cash management.
Directory information – pension planning
We frequently answer the following questions:
How much do I need to save? What about my old pensions? What happens if I die? Pension, ISA or buy to let property? Company or personal contributions?
Our advice includes SSAS; commercial property; pension loans; SIPPs; personal pensions; annuities; state pensions; company pensions and auto enrolment requirements.
Directory information – planning to retire shortly - typically for individuals age 60 plus
We frequently answer the following questions:
When can I retire? How much will I get? What happens when I die? How much tax free cash?
Our advice includes tax free cash; flexible income options; tax efficient investment income; (enhanced) annuities; state pensions and company pensions.
Directory information – tax planning
Our advice includes making the most of corporate and personal tax allowances, tax credits and state benefits; interspouse tax planning; intergenerational inheritance planning; effective use of GiftAid.
We will liaise with your existing professional advisers on any tax planning work.
Hobbies / Interests
Clarinet player for the last 30 years; married to Heidi who assists with administration and marketing; 3 children and a rescued Springer Spaniel.
- The value of pensions and investments can fall as well as rise. You may get back less than you invested.
The Lost Coin is a trading style of Positive Solutions (Financial Services) Ltd, authorised and regulated by the Financial Conduct Authority. Registered as a Limited Company in England and Wales No. 3276760. The Financial Conduct Authority does not regulate advice on some taxation matters. - google-site-verification=FGxhyxeE6Gz-I6LCXW_k1n3ukt5gMlQXBzaD8EMfTWQ
