PLANNING SERVICES

Many people in the UK have multiple pension schemes mostly from past employments. At Finance Energy we are able to do a full review on all you existing schemes and if appropriate merge them into a new pot that is inline with your investment aims. If you don't have an existing pension plan that's no problem either. We are fully independent and can help you select the right plan for you from the whole market. Especially if you are self employed and not part of any auto-enrol scheme. 

Investments come in many types and each have their own benefits for individuals and corporations depending on their situation, Navigating through and finding the right solution of your needs can be complicated by regulations and taxation. Finance Energy and our specialist partners can help you make the right selection and simplify the complicated.

Passing on wealth to the next generations is at the forefront of financial planning for many people. We can assist with putting in place efficient strategies to mitigate the cost on your heirs of inheritance.

OUR SERVICES RELATE TO CERTAIN INVESTMENTS WHOSE PRICES ARE DEPENDANT ON FLUCTUATIONS IN THE FINANCIAL MARKETS BEYOND OUR CONTROL. INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN AS WELL AS UP AND YOU MAY GET BACK LESS THAN THE AMOUNT INVESTED. PAST PERFORMANCE CANNOT BE USED AS A RELIABLE PREDICTION OF FUTURE PERFORMANCE.