FINANCIAL ADVICE

The world is ever-changing. We are all affected by global events.

Having a financial plan, backed up by sound investment principles is vital to the security of you and your family. Your future depends on the decisions you make today. Not taking financial advice is a decision in itself.

It's never too late. Start today. 

WHY SHOULD I MAKE A PLAN?

All of us will stop working at some point. And with no new money coming in, you'll need to live on the money you have saved up. The biggest threat to you when you stop earning is running out of money. Having a financial plan and knowing how much income you will have to spend in your retirement is vital. The earlier you tackle this, the better. 

REVIEW, REVIEW, REVIEW...

What are the three most important factors when buying a property? "Location, location, location", goes the adage. We believe that reviewing your portfolio regularly is the most important factor to ensure your plans remain on track. Each year we help you to utilise vital tax allowances before they are lost and to re-balance your investments and bank profits. 

ONE PLATFORM

Having all your plans on the same platform offers significant benefits such as lower costs, simplicity and efficiency. It provides you with a clear understanding of your exact financial position from wherever you are, at any time. Plus, you and your family can aggregate your plans to obtain even lower fees. 

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested

 

Your home / property may be repossessed if you do not keep up repayments on your mortgage

Some buy-to-let mortgages are not regulated by the Financial Conduct Authority

Peter Holt Limited is an appointed representative of Openwork Limited, which is authorised and regulated by the

Financial Conduct Authority. Peter Holt Limited is registered in England. Registered Number 03761378

Registered office: Ground Floor, St. Michael's House, 1 George Yard. London. EC3V 9DF

©2021 Peter Holt Limited