Pensions, Investments and Tax Advice
Mark Cooper – Independent Financial Adviser
Mark Cooper DipPFS
Purley based Independent Financial Advisors Clarity Financial Planning work with private individuals and business owners, both pre and post retirement, mostly in and around Purley, South Croydon, Coulsdon and Warlingham.
Director Mark Cooper’s particular areas of expertise are Retirement Planning, Specialist Pensions Advice and Tax-efficient Investments.
In a friendly and relaxed manner, Clarity Financial Planning provides clear face-to-face advice and guidance to our clients, at their home or place of work, helping them prepare for and enjoy a comfortable and fulfilling retirement.
We always offer an initial meeting without cost or obligation and any subsequent work is undertaken at a pre-agreed and transparent cost, payment met directly, or from suitable investments.
Does one of these describe your current position?
- You have been asked to make key decisions regarding Occupational or Personal Pension Scheme membership, options or benefits
- Facing retirement, you need to discuss and implement your Pension cash and income options, such as buying an Annuity, or using Income Drawdown
- You need to review and fully understand your Pensions, Investments and other assets including their tax treatment possible future value and income produced
- You have new money or existing savings to invest for the long term and need to fully understand your options, the risks, taxation issues and potential future outcomes
We can help, with impartial advice at a clearly defined cost
With longevity still increasing rapidly in the UK, State support under ever more pressure, retirement years increasingly active and the tax regime becoming ever more punitive, the need for genuinely Independent Financial Advice has never been greater.
As a client of ours you will enjoy:
- Suitable positioning of your Pensions, Investments and other assets with appropriate risk, in a tax-efficient way, aligned to your current and future needs
- A clear understanding of your Pension arrangements, their potential future income and the various options available to you at and into retirement
- A financial safety-net if required, for you, your family or business
- Face to face advice in the convenience of your home or place of work
- A clearly defined charging structure for our advice and services, using fees, payment from suitable plans and investments, or a combination of the two
- Regular reviews, if required, on an agreed basis to ensure our advice remains suitable and relevant
Contact Us Now
If you feel the clarity with which we work is attractive and wish to discuss one or more areas of your personal finances, please contact us to arrange an initial meeting without cost or obligation.
