Austen Birkett Financial Planning Ltd - Independent Financial Advisers

Investment consolidation of PEP's and ISA's – do you wish to reduce your paperwork and have a clearer investment objective?

We were introduced to a couple who were becoming very frustrated with the amount of paperwork they were receiving with their PEP and ISA stock market investments.

Over the years the couple had used their tax efficient allowances with many different product providers. In addition they had not received any ongoing advice with the investments and did not have a clear investment strategy – they had purchased the investments and not reviewed them since.

Once it was agreed the investments were to be kept, we recommended that they were all consolidated within one arrangement. Our advice enabled the clients to have the following:

  • a reduction in paperwork, with valuations being sent out every six months, detailing ALL of the holdings

  • access to more fund managers than they currently had available

  • access to market leading fund management groups

  • a clearer investment strategy using the latest analysis tools available

As a result the clients have now simplified their affairs and benefit from having an annual review to make sure the investments meet their objectives.

The above case study is for information and illustration only. It is not intended to be individual advice and it should not be taken as such. If you have any questions relating to your own circumstances, please contact us.

"Mark has always given fair, honest and sound financial advice with my personal and pension plans in a friendly and non invasive manner.  I have been happy to act upon it with confidence and look forward to his continued support in the future."

Mrs H
Recently retired teacher

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Do you have several pensions with different providers and want to know if you should consolidate them with one provider. Maybe you want to know how to reduce your inheritance tax liability?

Austen Birkett Financial Planning have answered many questions like these from individual clients.

Planning for Individuals


Austen Birkett Financial Planning
Trebeck Hall
Bishops Drive
Southwell
NG25 0JP

T 01636 812255
E advice@abfp.co.uk