Helen

Posted by Triad

Helen contacted us in 2010 for advice on her investments. She had previously received advice, but was worried that she no longer fully understood her various pensions and investments. Over the years, Helen had built up personal and final salary pension as well as ISAs and offshore bonds.

In addition, Helen had recently downsized and held some cash on deposit earning little in the way of interest at a time when the Bank of England base rate of interest had just fallen to 0.5%. We reviewed all of Helen’s arrangements, explaining what she had and what we would recommend in each instance.

Our advice to Helen has been tailored specifically to her needs and circumstances and has been subject to frequent review, as both her personal and business circumstances have changed. We have worked together to ensure that the investment strategy remains relevant to her and that we plan for any tax implications.