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Financial Advice - Retirement Income Specialists We have been providing independent financial advice to individual and corporate clients since 1995. We believe in providing impartial advice, in plain English, whatever your circumstances. We have highly qualified and experienced advisers including our G60 qualified Pension Transfer Specialist. Your initial consultation is always free of charge and our pricing structure is completely transparent.

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Home - Susan Fleck Associates | susanfleck.co.uk Reviews

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Financial Advice - Retirement Income Specialists We have been providing independent financial advice to individual and corporate clients since 1995. We believe in providing impartial advice, in plain English, whatever your circumstances. We have highly qualified and experienced advisers including our G60 qualified Pension Transfer Specialist. Your initial consultation is always free of charge and our pricing structure is completely transparent.

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Home - Susan Fleck Associates | susanfleck.co.uk Reviews

https://susanfleck.co.uk

Financial Advice - Retirement Income Specialists We have been providing independent financial advice to individual and corporate clients since 1995. We believe in providing impartial advice, in plain English, whatever your circumstances. We have highly qualified and experienced advisers including our G60 qualified Pension Transfer Specialist. Your initial consultation is always free of charge and our pricing structure is completely transparent.

INTERNAL PAGES

susanfleck.co.uk

1

Mortgage Calculator

http://susanfleck.co.uk/Mortgages/Mortgage_Calculator

What are your duties? When do you need to act? Children's / Grandchildren's Trusts. Please note these figures are only a guide and the exact amount you will pay will depend on the type of mortgage and any additional fees charged by the lender. We therefore recommend you obtain advice before committing to any mortgage. As a mortgage is secured against your home, it could be repossessed if you do not keep up the mortgage repayments. Susan Fleck Associates Ltd. 2016 Susan Fleck Associates Ltd.

2

Personal Pensions

http://susanfleck.co.uk/Pensions/Personal_Pensions_1

What are your duties? When do you need to act? Children's / Grandchildren's Trusts. Personal and Stakeholder Pensions. Personal Pensions represent a popular and attractive way of saving for your retirement. All monies invested into your fund grow free of capital gains tax, and the contributions you make are enhanced by income tax relief at source. For example if you invest £80, the government adds on tax relief (currently 20%) to enhance your contribution to £100! Stakeholder pensions are similar to pers...

3

Investment Assets

http://susanfleck.co.uk/Savings_and_Investments/Investment_Assets

What are your duties? When do you need to act? Children's / Grandchildren's Trusts. All investments carry some risk, and the Investing and Risk page includes some information on how we might manage this risk. We can learn more about the particular risks and rewards of different investment funds by looking at their sector and assets in more detail. Sectors and Assets -. Susan Fleck Associates Ltd. Registered in England and Wales, Company Number 04421583. Registered Office address: Granville House, Gra...

4

Investment Options

http://susanfleck.co.uk/Savings_and_Investments/Investment_Options

What are your duties? When do you need to act? Children's / Grandchildren's Trusts. There are so many different mediums in which to invest, and here we look at just a few key areas:. Bull; Bank Accounts. Bull; National Savings and Investments. Ndash; these products are backed by the government and operate like bank accounts to a certain extent. There are some tax-free products available and they are generally considered low risk since they are backed by the government. Bull; Bonds and Gilts. All these ty...

5

Income Protection

http://susanfleck.co.uk/Protection/Income_Protection

What are your duties? When do you need to act? Children's / Grandchildren's Trusts. This policy is designed to provide an income in the event the insured individual is unable to work due to ill health. The level of premium will depend upon the amount of benefit and term selected and most policies cease to pay the benefit once the insured is able to return to work. Income Protection policies are usually written to retirement age or 60 if earlier. Accident, Sickness and Unemployment (ASU).

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What are your duties? When do you need to act? Children's / Grandchildren's Trusts. Welcome to Susan Fleck Associates. We have been providing independent financial advice to individual and corporate clients since 1995. We believe in providing impartial advice, in plain English, whatever your circumstances. We have highly qualified and experienced advisers including our G60 qualified Pension Transfer Specialist. Susan Fleck Associates Ltd. 2015 Susan Fleck Associates Ltd.

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