Financial Planning Archives - Page 3 of 4

Financial Planning

Mortgages: To fix, or not to fix, that is the question?

You may recall that I wrote an initial article, on fixed rates, in July of this year. Following on from this, I feel that it is important to provide a further update…

BenSuttons15 November 2021

Financial Planning

Financial adviser near me | Manchester | Suttons

If you are looking for local financial advice in Manchester then contact Suttons Independent Financial Advisers. We have been established over 20 years and are based in the quiet leafy suburbs of…

BenSuttons14 September 2021

Financial Planning Financial Protection Investments Mortgages Pensions and Retirement Tax planning

Local independent financial advice | South Manchester

Suttons Independent Financial Advisers was established over 25 years ago and has built a strong reputation with people looking for local independent financial advice around Sale and South Manchester. We have found…

BenSuttons25 August 2021

Financial Planning

The Telegraph: Suttons Financial adviser on ‘Can I spend my £520,000 pension pot and not pay tax?’

Suttons Chartered Financial Planner, Steven Walker, was recently featured in The Telegraph Money Makeover advising on a reader’s predicament. The case study focused on a reader who was a chauffeur and about…

BenSuttons5 August 2021

Financial Planning

Will future generations inherit a tax liability?

Benjamin Franklin is quoted as saying “… in this world, nothing can be said to be certain, except death and taxes…”. This statement has particular relevance to Inheritance Tax (IHT) and even…

BenSuttons30 July 2021

Financial Planning

Are These 7 Key Parts in Your Financial Plan?

Are These 7 Key Parts in Your Financial Plan? A financial plan can take many forms, but the main purpose is to help you take control of your future. Your plan should:…

BenSuttons13 July 2021

Financial Planning Guides

The 2021 Budget

The 2021 Budget is now public and we wanted to inform you about how these changes affect you. The Chancellor has announced tax pledges amounting to £21 billion over the next five…

suttonsifa22 March 2021

Financial Planning Guides

Powers of Attorney: A Call to Arms

A power of attorney is needed to keep flexible retirement income plans on track The pandemic has triggered a surge in demand for will writing services as people seek to ensure their…

BenSuttons14 January 2021

Financial Planning Mortgages

To Overpay or not to Overpay, that is the question?

One of the most common questions I am asked by both first time buyers and experienced homeowners is; “What do I need to do to pay my mortgage off as soon as…

BenSuttons9 November 2020

Financial Planning

The Value of Independent Financial Advice Over Restricted

Lots of people in Manchester may be vaguely aware that there are different types of financial adviser, and that these might be more or less suitable depending on the individual. However, not…

Suttons25 June 2020

Suttons Independent Financial Advisors Ltd is authorised and regulated by the Financial Conduct Authority, FCA number 455848

Registered in England, No. 5837639
Registered Office: Trinity House, 114 Northenden Road, Sale, Cheshire, M33 3HD

The guidance contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers over 18 based in the UK.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk