Pensions and Investments

Volatility in the stock and financial markets has made sound financial planning more important than ever.  CB Reid Financial Services takes a holistic approach by looking at your attitude to risk, tax obligations, business interests and other income sources to formulate a sensible retirement planning regime and investment portfolio. 

The state pension is offering an increasingly inadequate safety net and it is imperative that individuals have in place alternative strategies to fund their retirements. CB Reid Financial Services will review your pension investments in terms of fund performance, fund charges and available tax reliefs and will advise accordingly. We commit to an annual meeting with all individuals whose pensions we manage to ensure that changes in circumstances, risk profile and any underperforming funds can be identified and dealt with.

With such great uncertainty in the financial markets, now is the perfect time to review your investments to ensure that they are working for you.  As independent financial advisers, we are able to access the full range of products across the entire market place. We can review your existing investments and advise any new approaches to ensure that your investment portfolio is tailored to meet your individual needs and match your attitude to risk.

To arrange a meeting to discuss your pension provisions or investments, please contact Mike Duffin to find out more.