Someone likes our "face" !

17/02/2012

We learned this week that our website has been chosen for a shortlist in the awards hosted by the media organisation Unbiased. Find our name at  http://t.co/tU9Ly52l  - (Twitter #unbiasedawards2012) We are proud of our website but this is completely 'out of the blue'!

We carefully considered every aspect of our online presence to maintain our reputation for a high quality , good value offering delivered with honesty and openness.

Joss is looking forward to a trip to 'the smoke' on 7th March to catch up with like-minded financial planners and representatives from the media.

DON'T DRINK ON A TENNIS COURT!

08/02/2012

For some people, the acronym "AA" means Alcoholics Anonymous but in our world it is the 'Annual Allowance', the amount that can add to your pension benefits each year.

The Lawn Tennis Association is known as the "LTA" but for us it is also the 'Lifetime Allowance', the value of all your pension pots at retirement. So when we say we want to avoid reaching either of these limits, the image of banning Pimms from Wimbledon comes to mind!

Seriously, this is an URGENT issue for those with long service in final salary schemes earning over £100k pa or those with large pension funds. I know It is currently fashionable to deride high earners, but we are here to ensure that hard working, successful people receive the financial planning advice that they need. Decisions need to be taken before the end of this tax year.

email joss.harwood@eldonfinancial.co.uk

Would a peek at the future help your financial planning?

01/02/2012

Lifetime Financial Planning

In planning for ‘the future’ we have little idea what it will actually look like when we get there, or even when ‘the future’ becomes the ‘here and now’. This means that there has to be a lot of guesswork involved, and if we factor in all the changes that life might throw at us - well, the picture can become a bit blurred.

We are therefore delighted to be able to provide you with a realistic peek at the future, using software that can cope with all the ‘what ifs’ that may crop up, as well as all the milestones and anticipated events you might want to include. We can put a definite marker in at your chosen retirement date and compare your projected income in retirement to your income and outgoings now. That will tell us whether or not you are on target to meet your objectives. If not, we can calculate your shortfalls and put into place strategies to get you back on track.

This means that we can take a lot of the uncertainty out of your forward planning and make better use of your resources.

If you want to know more, email us at enquiries@eldonfinancial.co.uk or call for a chat on 01388 770810.