Planning and Investing Your Pension Many people fail to plan sufficiently for retirement which means that the nearer it gets, the more concerned they become. The earlier you start making contributions to a pension plan the better the likely outcome. At Paul Dodd Asset Management Limited we will help you decide the appropriate level of pension contribution for you, and we will help you manage your plan.
A pension plan is an investment and should be treated as such. Regular monitoring and reviews are essential to good maintenance.
Pension Investment Portfolios - Working Towards Retirement
We specialise in arranging investments for pension funds - and making sure they continue to be appropriate for our clients as circumstances and markets change. We research investment funds rigorously to ensure suitability. Normally we recommend a broad portfolio of funds and fund managers. This diversifies risk, reduces reliance on fund manager performance and increases the breadth of reward opportunity.
Our services to Pensions clients are:
A Portfolio of Investment Funds built using sophisticated research technology to analyse Fund/Fund Manager performance Regular monitoring of investments and markets - in a downturn we react and advise you accordingly Regular Asset Allocation reviews to ensure portfolios continue to meet your risk profile Quarterly review of each fund's performance - consistent under-performers are ejected and replaced Quarterly investment reports and valuations Unlimited telephone access to discuss returns, asset allocation and future strategy Proactive recommendations when change is suitable Our advice to you will always take into account:
Your existing and possible future tax positionYour attitude to and capacity for investment riskYour aims and objectivesYour k nowledge and experience of investmentYour comfort zones We are fully independent and able to advise on the whole of the UK investment universe. If you want pensions advice, we are the experts.
Contact Us Today Get in contact with us to request more information on planning and investing your pension. Call 0113 2300449 enquiry form .
