Description
Stratton Annette's Limited are a
Wealth Management Company that offers personal financial solutions to
Create, Manage & Protect your Wealth. We have a wide range of specialist
organisations and strategic partners whom offer expertise in an area
over and above our offering. We believe our services to be very
different from the majority of offerings within the Financial Services
industry currently and will be happy to discuss this at an initial no
obligation meeting. Being a truly independent company,
Stratton Annette's is not tied to any supplier. This means we can look
at every financial product in the UK for you, without bias, and only
recommend those to suit your personal plan. This also means means that
we are able to offer different structures of payments we recieve for
the work we do such as fee based work, commission, retainer and all or
some of the above mentioned.
Pensions are financial tools whose purpose is the provision of money in old age. Because it is considered good public policy to try and get people to
save for their own retirement (rather than rely on the State) pension
funds are given special tax treatment. Over the years, however, governments have changed the system so much
that it is all highly complex (much more complex than it should be). These days, for people of working age, good health is the normal state,
and few people consider what would happen if , due to ill health, their
career was interrupted or even stopped.
It is our role as an IFA to help you choose the right investments in order to help you meet your objectives. What you need to give some thought to is what those objectives are.
This is an area in which compromise and self understanding are
essential. Broadly speaking everyone wants investments which are safe, in the
sense that they cannot fall, and which offer high returns. This ideal
combination is not available. Beware anyone who claims otherwise. Sensible investment planning revolves around understanding what your investment aims are. Broadly speaking the longer that your investment is to be left
alone, (e.g. for retirement), the higher level of short term risk that
is acceptable. If however the money is needed in full in the near
future (e.g. for a house deposit) then short-term safety is essential. In short, we will help you determine an investment strategy
appropriate for your needs, and using the investments best suited to
your investment attitude and tax position. |
