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At Retirement

At Retirement

It can be difficult to understand your options at retirement. In this section, we have explained some common retirement options in plain simple language. This information is intended only as guidance. For advice on your specific circumstances, please get in touch.

Business Protection

Business Protection

Business protection is all about insuring for the unexpected. It's a way of protecting your business if something goes wrong.

General

General

This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.

General Insurance

General Insurance

It’s important to ensure you put the right insurance in place to protect your home, its contents and your overall financial security.

Investments

Investments

Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

Life and Protection Insurance

Life and Protection Insurance

Life and Protection Insurance policies can protect you and your family from the financial consequences of death, a serious accident or illness, or unemployment.

Mortgages

Mortgages

A mortgage is likely to be the single largest financial commitment you ever make. There's a wide range of mortgage products out there, with varying interest rates and repayment options available.

Your property may be repossessed if you do not keep up repayments on your mortgage.

Most buy to let mortgages are not regulated by The Financial Conduct Authority.

Some Bridging Finance & Second Charge Mortgages are not regulated by the Financial Conduct Authority.

Some Second Charge Mortgages are not regulated by the Financial Conduct Authority.

Fees vary depending on your individual circumstances, please contact us for further information on 01908 062448.

Pension Planning

Pension Planning

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

UK News

Oil prices fall and stocks rise after Trump says Iran war 'very complete'
The US president's comments lead to a drop in crude costs and a rebound in shares.
How the Iran war may affect your money and bills
The conflict in the Middle East could raise the cost of petrol, household energy bills and even food.
China exports surge despite Trump tariffs
Official data shows shipments rose by 20% this year with growth in European and other Asia markets.
Reeves pledges to explore helping with heating oil bills
The chancellor said a meeting on Wednesday will explore ways to help households.
Faisal Islam: Trump comments may have eased oil price surge, but havoc remains
It has been the most volatile day of oil trading in world history, and there is much still to play out.
Collective Financial Planning Ltd is registered in England & Wales no. 7941711. Registered Office at Parkside Court, Greenhough Road, Lichfield, WS13 7AU.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
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