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Post Info TOPIC: What areas of advice do you advise on?


Newbie

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What areas of advice do you advise on?
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Is it just pensions

Thanks



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Billy

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I advise on all aspects of pensions including:

  • Annuities - If I was on Mastermind this would be my specilaist subject
  • Pension drawdown - I also specialise in drawdown
  • Investments - I advise on most aspects of investments
  • Pension tax matters - such as the Lifetime allowance

I also advise on other matters e.g.

  • Equity Release - this is becoming more important
  • ISA and investments
  • IHT
  • Wills & LPAs


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