When Stuart was first introduced to the team five years ago, he was unhappy with advice he had previously received from existing adviser about the permitted investments within a pension as well as discorporate fees for the level of service he was receiving.

Where it began

After a couple of meetings with a key member of the team, the reality of the issues he had experienced were unravelled we created a far stronger investment strategy plan which was agreed then put into action, which needed us to consolidate all of his ill-advised and existing pensions into a new pension wrapper which he was comfortable with agreed expectations.

The basis of his strategy was very simple, ‘I have no desire to retire in the foreseeable future, not to mention I wanted to know whether his pension could help support my businesses and ensure that the newly developed investment strategy was “fit for purpose and meet expectations” in the long term’.

Over this time, one of Stuart’s companies wanted to make employer pension contributions to all the directors to reduce the corporation tax payable. We agreed that ‘part of the ongoing support would need to have numerous planned milestones with several appropriate ‘nudges’ in time for company year end as well as the tax year ends, all allowances are being used where possible and to the maximum benefit’.

Stuart's advice to you…

"I like the way Belmore keeps things as simple as possible, they are responsive in replying to queries and you can always get hold of members of the team when for sound and solid advice"