You may be planning for specific dates in the future such as children going to university, or just providing for a particular event at an unknown time, such as a wedding or paying a house deposit. Whatever plans you have for the future, they will undoubtedly include a need to save for the short-term, the medium-term and the longer-term.
We can provide you with a range of options using tax-favoured plans, such as ISAs, where it is possible to build up capital for that special event, or just a rainy day.
From April 2017, those under 40 can save through a Lifetime ISA, which has even more beneficial terms if the money is going to be used for a house purchase or pension provision.
Flexibility is the key to ensuring that you have money available when you need it, instead of waiting for a maturity date that was pre-set years before the specified event.
Savings plans can now offer you access to the same range of funds as lump sum investments, on a flexible, low-cost basis. This allows for you to have control over your money, rather than having your money held in a plan where you have little or no idea of the growth and the costs, as well as having no control over when you can access the funds.
Appointments for our Devon financial services can be held in our offices at Exeter or Exmouth during office hours. However, if it is more convenient, we can arrange for the appointment to be at your home address or business premises.
Thompson Jenner Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.
We would love to meet you, which is why we offer all new clients a free, no obligation initial consultation. Click the contact button below to see all the methods to get in touch with us and if you like you can leave an email enquiry with the form provided and we will contact you to arrange a time and date.
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