Aug 02 2022 20 mins
In today’s episode,Roy speaks with Gill Lynes, Senior Financial Planning Manager at Carpenter Box FA on common situations and mistakes they see with pension planning; the potential implications mistakes can have on your financial future; the consequences, and how to avoid them.
Highlights in this episode:
● Pension Strategy planning
● The importance of having a will and Power of Attorney
● How vital communication between family members can impact your financial plan
● Some common mistakes and how to avoid them
More about our guest:
Gill has over 30 years’ experience working in the financial services sector and joined Carpenter Box Financial Advisers in 2016. She has a background in dealing with private clients and is able to provide advice on all aspects of financial planning including saving for retirement, protecting your family or business and making sure that you have the most tax efficient savings or investment.
Specialising in later life financial planning solutions, Gill helps elderly clients and their families cope with the often complex areas such as planning for care fees and inheritance tax mitigation. Gill holds full membership with SOLLA (Society for Later Life Advisers) which is for those financial advisers who have achieved the Later Life Adviser Accreditation. SOLLA holds its members and associates to the highest levels of professionalism in financial advice.
Connect with Gill now over on LinkedIn
Carpenterbox resources:
Visit our website https://carpenterboxfa.com
Connect with us over on Twitter @carpenterboxfa
Carpenter Box Financial Advisers provide an integrated financial and tax advice service. Our experienced and award-winning financial advisers work very closely with our professional tax advisers at Carpenter Box to provide a fully comprehensive wealth management solution.
We work with individuals, business owners and professionals throughout the various stages of life. Whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we have a range of solutions to meet your needs. Get in touch with us today.