11th January 2022

It’s exciting to be in a new year; no matter how the last year may have gone, the new year always brings with it hope of better things – a fresh start and a chance to do things better, so getting organised and understanding your financial position is usually on many peoples ‘to do’ list.

Personal Asset Management are Independent Financial Advisors, whose services include investment advice, Inheritance Tax planning, pension advice and retirement planning, mortgages and equity release.

Perhaps you want to look at your pension – something people put off until they reach close to retirement age.  How is yours performing?  What will it provide and what are the options you have?

Have you used your ISA allowance?  You can save up to £20,000 in an ISA each financial year so make use of this in the next few months if you can.

Or maybe your current mortgage could be improved upon.  Switching mortgage providers could potentially knock hundreds of pounds off your current monthly payments, as well as possibly reducing your overall term so you could become mortgage free sooner.  (You may have to pay an early repayment charge to your existing lender if you are still within the fixed term).

This year you may also want to look into ways to become more environmentally and socially responsible.  Personal Asset Management offer such ethical options for investments with our range of Melodic investment portfolios.

To find out how we can help you, please contact us on 01803 873978 or oliver@personalassetmanagement.co.uk or use the form below and we will get in touch with you:

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