Financial Services for Individuals

Pensions & Investment Partners LLP can help you with:

Services for individuals

  • Investing for your future
  • Protecting you and your family
  • Building Funds for your retirement
  • Providing income for your retirement
  • Maximise your allowances through planning and trusts

Services for businesses

  • Protecting your business and its assets

Services for Individuals

Investing for your future
We understand that you have worked hard for your money, so it is important that your money works hard for you. Anything you manage to save after paying your day to day bills and other calls on your money, needs to earn as much for you as possible.

Everyone has different reasons for saving: a holiday, a wedding, a new car or even a new home, but the common theme is that you need to find a place where your money has the potential to grow at a rate with which you are comfortable. We can help you to obtain that return in an environment that suits your goals and attitude to risk.

Protecting you and your family
Most of us don’t like to think about how we would cope if we were ill and unable to work, or how our loved ones would manage if we were to die unexpectedly. A little forward planning now could provide you with a regular income or cash lump sum so that financial worries are the last thing on your mind if you fell ill or lost your job. Having the correct level of life assurance also gives you the peace of mind that you have made provision for any dependants as a result of your untimely death. We have the expertise and sensitivity to help you select the right level of protection for you and your family.

Retirement planning
Building funds for your Retirement
They say 70 is the new 50, as many people live and remain fit and active for years longer than their grandparents. This means the need for a realistic income in retirement is even greater nowadays. Your retirement should be something to look forward to and enjoy – not worrying about how to make ends meet.

We can explain the different options available to you and how to make the most of your money when you retire. We are able to do this because of our expert knowledge in the investment and pensions market.

Providing Income for your retirement
Many people miss out on income because they accept the first offer they receive from their pension plan. We can advise you on how to get the highest income based on your fund value and personal health.

If you are aged 55 years or over and own your home, there may be the option to consider releasing money from your property in order to provide additional income for your retirement without having to move home.

Maximise your allowances through planning and Trusts
Benjamin Franklin was right when he said “the only two certainties in life are death and taxes” and when it comes to Inheritance Tax, the two subjects collide. Why should the taxman take some of your assets when you die, especially as you have already paid income tax on the money earned and capital gains tax on any profits?

There are ways to reduce the amount of Inheritance Tax you have to pay and we can show you how, through careful planning, you might keep this to a minimum.

Chamber member

Trading and Registered
Office Address:

Suite 3 Realtex House
Leeds Road, Rawdon
Leeds LS19 6AX

Pension & Investment Partners LLP is a
Limited Liability Partnership Registered in
England and Wales, Partnership No. OC323236
and is authorised and regulated by the
Financial Conduct Authority. FCA No. 459533

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