Financial Advisors Preston

Tel: 01704 232387

 

Financial Advisers Preston

Financial Advisors Preston

If you are one of the many thousands of people in the UK who has a frozen/existing stakeholder/personal pension or occupational pension plan please read on. Do you, like many others, receive information annually, read it and then simply place it in a file or drawer without thoroughly understanding the benefits or the options? Are you aware of how your family would be affected in the event of your death etc. Millions of pounds are currently invested in poor under-performing funds unnecessarily and sometimes expensively charged. Many UK occupational schemes have huge deficits. Do you know what this means?

Currently, and for a limited period, I can offer a FREE REVIEW of your plans subject to a maximum of 3 personal plans and provided you live within 1.5 hours travelling time from Southport. The review will include the historic performance of your funds, projected income forecast based on your preferred retirement date and any benefits associated within your policy(s).

If you would like such a review please don't hesitate to pick up the phone and call me on 07875 030946. I am an Independant Financial Adviser.
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 IFA Preston
 
 


Financial Advisers Preston
Financial Advice Preston

Tel: 01704 232387
Email: dalechantler@thinkpositive.co.uk

Dale Chantler
9 Emmanuel Road
Preston
Merseyside
PR9 9RP

Financial Planning
Life Assurance
 Business Assurance
Pension Advice
Tax Planning

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