PENSIONS & INVESTMENTS 

Planning for the future

Rothamsted Financial Services Ltd do not provide advice in this area but as part of our service to you, we are able to refer you to financial advisers and accountants specialise in addressing the pension, investment and accountancy needs of our clients.

Sometimes it may feel as if you have the sole responsibility for planning for your financial future. There are some significant questions to consider, which are not always easy to answer. Two crucial ones concern how you wish to plan for retirement and how you are going to grow your savings, potentially via an investment strategy.

WHAT WE CAN DO FOR YOU

We can refer you to experienced and dedicated investment advisors who will give you professional advice about how to invest your savings, whether you wish to invest for long term security and retirement or to secure the maximum return on your investments. Rothamsted Financial Services can refer you to a blue chip investment company, who can help you navigate this sometimes intimidating financial field. They will:

The pension and investment specialists we refer you to will:

  • help you decide on a model for investment and an investment strategy
  • help you manage your investments so as to secure the best returns possible
  • ensure that you are regularly updated on the investments that you have made
  • alert you to new investment opportunities
  • provide you with access to up-to-date research on investment opportunities
  • help you plan for retirement

THE VALUE OF INVESTMENTS AND INCOME FROM THEM CAN GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

A PENSION IS A LONG TERM INVESTMENT, THE FUND VALUE MAY FLUCTUATE  AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.

PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE.