Independent Financial Advice As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we deal with every aspect of financial planning. As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we deal with every aspect of financial planning and can offer advice on Saving and Investing, Retirement Planning, Annuities and Drawdown, as well as various types of Protection.
Our clients benefit from receiving local, trusted, knowledgeable advice; we offer completely independent financial advice covering the entire spectrum of financial products. We will work with you to make sure we find the right solution for you. Our purpose at Portal Financial Planning is 'to help our clients understand, protect and increase their assets.'
Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering a different, professional service is essential in today's crowded market. Financial Planning is a complex subject, setting strategies, deciphering the jargon, knowing how different products work, how products interact with each other and also the long term implications such as taxation and potential changes in legislation.
Our clients benefit from receiving local, trusted, knowledgeable advice; we offer completely independent financial advice covering the entire spectrum of financial products. We will work with you to make sure we find the right solution for you. Our purpose at Portal Financial Planning is 'to help our clients understand, protect and increase their assets.'
Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering a different, professional service is essential in today's crowded market. Financial Planning is a complex subject, setting strategies, deciphering the jargon, knowing how different products work, how products interact with each other and also the long term implications such as taxation and potential changes in legislation.
Services
As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we deal with every aspect of financial planning and can offer advice on Saving and Investing, Retirement Planning, Annuities and Drawdown, as well as various types of Protection.
Once you reach the stage where you are looking to start taking your retirement income, expert financial advice becomes even more crucial.
Many of the decisions you make at this time will affect you for the rest of your life.
Whether it's a lump sum or regular savings you are considering, we help clients create wealth by advising them on suitable investments or regular savings vehicles which are as tax efficient as possible and targeted to meet your goals.
Once you reach the stage where you are looking to start taking your retirement income, expert financial advice becomes even more crucial.
Many of the decisions you make at this time will affect you for the rest of your life.
Whether it's a lump sum or regular savings you are considering, we help clients create wealth by advising them on suitable investments or regular savings vehicles which are as tax efficient as possible and targeted to meet your goals.
We can advise on all types of pensions, planning for your retirement and the options you have when taking your pension.
These options have changed over recent years and it is even more important that the choices you make are well informed.
You can buy a regular retirement income, usually for life (called an annuity) with your pension savings when you retire.
This can often be from the provider you hold your pension with although by shopping around you can often get a greater income for the same pension fund.
These options have changed over recent years and it is even more important that the choices you make are well informed.
You can buy a regular retirement income, usually for life (called an annuity) with your pension savings when you retire.
This can often be from the provider you hold your pension with although by shopping around you can often get a greater income for the same pension fund.
As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we deal with every aspect of financial planning and can offer advice on Saving and Investing, Retirement Planning, Annuities and Drawdown, as well as various types of Protection.
You may want to provide a small nest egg for the future, or have a lump sum to invest.
With so many investment funds and options available, it can be difficult to choose the right product and fund or funds that suit you.
If you find the whole topic a little overwhelming, Portal Financial Planning is here to help.
You may want to provide a small nest egg for the future, or have a lump sum to invest.
With so many investment funds and options available, it can be difficult to choose the right product and fund or funds that suit you.
If you find the whole topic a little overwhelming, Portal Financial Planning is here to help.
A pension is money you'll use to live on when you retire.
Most people get a State Pension but this only provides for your very basic needs and the state pension age continues to rise.
For some, it's now age 68.
To make sure you have the standard of living you want in your retirement it's best to save some of what you earn now, in order to enjoy your retirement.
A pension is the foundation of retirement planning.
Everyone needs money for their retirement, to support you and give you a decent standard of living.
Most people get a State Pension but this only provides for your very basic needs and the state pension age continues to rise.
For some, it's now age 68.
To make sure you have the standard of living you want in your retirement it's best to save some of what you earn now, in order to enjoy your retirement.
A pension is the foundation of retirement planning.
Everyone needs money for their retirement, to support you and give you a decent standard of living.
Term assurance is a cheap and simple form of life insurance.
You insure yourself for a set term i.e. until a given age.
It doesn't contain any investment element - it simply promises to pay out if you die within the term.
If you don't die within that time, you receive nothing.
A level policy simply means the sum assured remains 'level throughout the term of the policy.
If you die on the first day or the last day of the policy, you get the amount you are covered for.
These policies are designed to cover a mortgage or loan and will reduce in cover over time as the loan is repaid.
You insure yourself for a set term i.e. until a given age.
It doesn't contain any investment element - it simply promises to pay out if you die within the term.
If you don't die within that time, you receive nothing.
A level policy simply means the sum assured remains 'level throughout the term of the policy.
If you die on the first day or the last day of the policy, you get the amount you are covered for.
These policies are designed to cover a mortgage or loan and will reduce in cover over time as the loan is repaid.
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