posternwealth.co.uk

Postern Wealth Management :: Home

Welcome to our site. Please note: Postern Wealth Management Ltd is an appointed representative of Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. Details can be found at https:/ register.fca.org.uk/.

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Postern Wealth Management :: Home | posternwealth.co.uk Reviews

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Welcome to our site. Please note: Postern Wealth Management Ltd is an appointed representative of Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. Details can be found at https:/ register.fca.org.uk/.

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Postern Wealth Management :: Home | posternwealth.co.uk Reviews

https://posternwealth.co.uk

Welcome to our site. Please note: Postern Wealth Management Ltd is an appointed representative of Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. Details can be found at https:/ register.fca.org.uk/.

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posternwealth.co.uk

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Postern Wealth Management :: Investment for individuals, trusts and business

http://posternwealth.co.uk/Investment.aspx

Investment for individuals, trusts and business. Even the most seasoned investment professionals head would spin! We believe that the only way to formulate the right strategy for our clients is to take a totally holistic approach. Depending on our clients own unique attitude to investment risk, we craft an asset allocation model. Over their entire portfolio. A complete investment solution. Please note: The value of investments can fall as well as rise and you may not get back the amount invested.

2

Postern Wealth Management :: True Independence

http://posternwealth.co.uk/Independence.aspx

Financial advisers are not all the same and the amount of value they add to your financial situation varies considerably. W e offer advice on an Independent basis. This means that we provide unbiased, unrestricted advice based on a comprehensive and fair analysis of the relevant market, giving due consideration to the full range of retail investment, pension and life products available in the marketplace which may be suitable for you. Details can be found at https:/ register.fca.org.uk/.

3

Postern Wealth Management :: Pensions

http://posternwealth.co.uk/Pensions.aspx

Rather than just ask our clients the questions How much would you need to retire on and at what age, we prefer to ask our clients how they see their own retirement. It does lead to some colourful answers! However, we believe it is an important step in the planning process to visualise their own retirement. And offer superb fund management. The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Under refere...

4

Postern Wealth Management :: Services

http://posternwealth.co.uk/Services.aspx

Many advisers can leave you with the uneasy feeling that you have just been sold to, or they have taken an order to top up an existing pension or investment. Then there are those advisers who do seem to take a more professional approach, after all, they did spend an inordinate amount of time filling in that questionnaire! More often than not the ‘fact finding’ exercise is a wasted opportunity for both the client and the adviser . Financial planning should be a continual evolvement. Postern Wealth Managem...

5

Postern Wealth Management :: Trusts

http://posternwealth.co.uk/Trusts.aspx

Inheritance tax is now a major problem for most families. Since the turn of the millennium, house prices have seen dramatic increases way above the rate of inflation. With this increase in wealth, even relatively modest estates are now facing a tax bill of 40%. Unfortunately, Her Majesty’s Revenue and Customs seem determined to close every loop hole the moment it is discovered - even retrospectively! We firmly believe that with careful planning. And the ability to think outside the box,. Under reference ...

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Postern Wealth Management :: Home

Welcome to our site. Please note: Postern Wealth Management Ltd is an appointed representative of Best Practice IFA Group which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. Details can be found at https:/ register.fca.org.uk/.

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