39 High Street
Billericay
Essex
CM12 9BA
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01277 630873
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Authorised and Regulated by the Financial Services Authority
INDEPENDENT FINANCIAL ADVICE CENTRE
You should remember that past performance is not necessarily a guide to the future. Market and currency movements may cause the value of units, and the value derived from them, to fall as well as rise and you may get back less than you invested when you decide to sell your units. The tax treatment of investments and pensions is not guaranteed and may change in the future.
Your home is at risk if you do not keep up the payments on a mortgage
Do you know how to build a pension portfolio to reduce risks? Are you a qualified investment manager? Are you an actuary able to work out the maximum income you should take to preserve the fund?
Here at the Advice Centre there are three IFA’ s qualified to advise on Pension transfer’s and Drawdown Annuities, who have the tools at their fingertips to build a balanced Drawdown Portfolio and on great terms.
Depending on the size of your funds and the work involved to get them into one Drawdown plan our fee will be a maximum of 1% initially and 0.5% annually, the latter fee is normally paid by the investment fund managers so you don’t have to make any payment to us directly. This annual 0.5% covers the cost of maintaining your file and ongoing advice.
This usually works well for both parties as we have a vested interest in seeing you do well!
There may be other fees depending on the services you need and use and full details will be given to you before you are committed to any course of action.
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DRAWDOWN ANNUITIES
THE ADVICE CENTRE - making sense of a complicated world