Financial adviser Bristol

/Financial adviser Bristol

Guide to Investing Bristol & West FS

Guide to Investing Bristol & West FS Contents WHAT DOES INVESTING MEAN? UNDERSTANDING YOUR NEEDS AND REQUIREMENTS. UNDERSTANDING RISK. SPREADING THE RISK – DIVERSIFICATION. INVESTMENT FUNDS. BRISTOL & WEST FS INVESTMENT PHILOSOPHY. HERE TO HELP YOU. THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS [...]

Spring Budget

THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE, YOU MAY GET BACK LESS THAN YOU INVEST. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Spring Budget Chancellor, Phillip Hammond summarised his Spring budget by [...]

Women Pensions & How to plan your Retirement Income

THE SELF-EMPLOYMENT BOOM AMONGST WOMEN THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE, YOU MAY GET BACK LESS THAN YOU INVEST. TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE. There has been a surge in self-employed women workers in [...]

Retirement – A New Beginning

IN THIS GUIDE TO YOUR RETIREMENT CHOICES WE WILL HELP YOU MAKE AN INFORMED DECISION ON THE RIGHT RETIREMENT CHOICE FOR YOU. THE VALUE OF PENSIONS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE, YOU MAY GET BACK LESS THAN YOU INVEST. TAX TREATMENT VARIES ACCORDING TO [...]

A mortgage to buy your home

Mortgage Guide Contents   Our mortgage Guide Introduction Here to help you The mortgage Application process A-Z mortgage glossary This communication does not constitute advice and should not be taken as A recommendation to purchase any of the products or services mentioned. Before taking any decisions we suggest you seek [...]

Life Insurance do you need it?

Bristol and West free life insurance review offer. Life insurance is usually viewed as a nice to have in the UK with very few families or businesses having anywhere near enough, this despite a reduction in cost due to mortality rates and the ability to make the proceeds tax efficient and [...]

Financial advice three questions you should ask!

At Bristol & West Financial Services we have a belief that everyone should think very carefully about three questions before taking financial advice. The reasons are quite simply, answering these will allow you to make an informed financial decision and that at least ONE of these THREE is GUARANTEED to [...]

Pension Planning 2016

Pension 2016  - Time for Action Five Facts and Six questions to ask yourself about your retirement! The new pension freedom legislation has been in place a year. The auto enrolment process is ongoing. Is the message from the government to individuals being received and understood? At Bristol & West we are not sure [...]