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At Retirement

At Retirement

It can be difficult to understand your options at retirement. In this section, we have explained some common retirement options in plain simple language. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.

Business Protection

Business Protection

Business protection is all about insuring for the unexpected. It's a way of protecting your business if something goes wrong.

General

General

This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.

General Insurance

General Insurance

It’s important to ensure you put the right insurance in place to protect your home, its contents and your overall financial security.

Investments

Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.

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.

Life and Protection Insurance

Life and Protection Insurance

Life and Protection Insurance policies can protect you and your family from the financial consequences of death, a serious accident or illness, or unemployment.

Mortgages

Mortgages

A mortgage is likely to be the single largest financial commitment you ever make. There's a wide range of mortgage products out there, with varying interest rates and repayment options available.

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

Most buy to let mortgages are not regulated by The Financial Conduct Authority.

Fees vary depending on your individual circumstances, please contact us for further information on 01908 062448.

Pension Planning

Pension Planning

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.

UK News

The one measure that can tell us a lot about the state of the UK economy
Consumer confidence levels are rebounding for some in the UK, but older generations look to be immune, writes Faisal Islam.
Trump's proposed credit card cap spotlights Americans' debt. Would it help?
President Trump's proposal to cap credit card interest rates at 10% - an idea with bipartisan support - received swift backlash from bank executives.
Government to give cash payouts to people in financial crisis
The replacement for the Household Support Fund aims to help people facing sudden difficulties.
ChatGPT to carry adverts for some users
OpenAI is also expanding its cheaper subscription tier, ChatGPT Go, to all countries where it operates.
Trump to unveil home buying plan involving retirement funds
The housing proposal will let Americans use their 401(k)s for down payments, a Trump economic adviser said.
Collective Financial Planning Ltd is registered in England & Wales no. 7941711. Registered Office at Parkside Court, Greenhough Road, Lichfield, WS13 7AU.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
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