Are your existing financial arrangements, pensions, & investments achieving what you want them to?
BOOK YOUR FINANCIAL REVIEW NOWFinancial advice that is tailored to you and you alone, in fact the same advice that we would give to ourselves and our loved ones in similar circumstances.
We are passionate about face to face advice, building lasting relationships where we support you, displaying our values in our actions, Truth, Trust and Transparency. You’ll only talk to people who’ll listen and seek to understand your needs. Begin to plan for your future today, start to live your dreams from tomorrow. Book your Financial Review now.
About Pocock Rutherford Financial Advisors
Pocock Rutherford & Co is a dynamic and highly professional practice, which has shown continued growth through client recommendation since the firm was established in 1984. Many of our advisers have over twenty years experience in the industry, dedicated to providing first class service to our clients.
Trust, Truth and Transparency these are the values our company stands for and which our advisers and support staff demonstrate daily.
We offer a comprehensive range of financial solutions to individuals and businesses, financial advice for generations of families. We provide holistic advice, as we believe that each area of financial advice impacts on another, it’s important to have continuity and focus towards the achievement of your goals.
We will work alongside you and help to plan for tomorrow, will commit to face to face meetings with you. We will listen to you. We believe that each client is truly individual, our beliefs tell us that we should treat all clients the way we want to be treated ourselves, and we pride ourselves on doing so.
We offer a full financial advice service from people who are professional, qualified and motivated to provide best advice to you. A positive, motivational and supportive business, with you, our client at its heart.
Latest News & Updates
Pension Freedoms Explained
The Government has now confirmed details of its proposed overhaul of the pension system. The key elements of the plans begin with the minimum pension age increasing to 57 from 2028, and the state pension age rising to 67 at the same time, which will affect those born after March 1973.
Tax Efficient Investments
By understanding which investments are the most tax-efficient, you can make the most of your options to minimise how much tax you pay. As well as deciding what to invest in, you need to think about how you’re going to hold your investments. Choosing tax-efficient investments will often mean you’re able to keep a higher proportion of any returns you make.
Lifetime ISA’s
A new Lifetime Individual Savings Account (ISA) was introduced in the last budget. You can save up to £4,000 each year, and receive a government bonus of 25% – that’s a bonus of up to £1,000 a year. You can use some or all of the money to buy your first home, or keep it until you’re 60 – it’s up to you.
Are your existing financial arrangements, pensions, & investments achieving what you want them to?
BOOK YOUR FINANCIAL REVIEW NOW