Tel: 01473 636688 | ray.pettitt@galleonwealth.co.uk
Are you making use of this useful and much under-utilised exemption? If you want to make inheritance gifts from surplus or excess income, there is
Understanding your options and putting a plan in place We spend our working lives building towards retirement. Choices we make today will have a big
Vision without action is merely a dream Having a financial plan in place early on can make it easier to manage your money further down
Protection should be a core part of your financial plan If you are worried illness or injury could leave you without enough to pay bills,
Over time, pension schemes close, merge or become renamed Changed job? Moved house? It’s not always easy to keep track of a pension, especially if