Update on Client Offers

Good Afternoon Everyone

Box Financial Planning is pleased to announce that shortly after launching we already have out first clients and the excellent opening offers are quickly being claimed.

The Sun is out and the Football has started

But that doesnt mean that work has stopped!

The Basics for a Sound Financial Base

There are many things in life which can cause us problems – but equally, a well thought out financial plan which is then reviewed on regular basis, can often mitigate a lot of life’s financial problems.

Pensions and Retirement Income

The proposed ‘retirement income’ changes contained in the Spring Budget, have made pension planning very different, to what it has historically been.

Historically, for those with smaller pension pots, an annuity was seen as the ideal, no risk solution. The returns may not have been stellar, but they did provide a solution. For those with larger pension pots and prepared to take some risks, drawdown was a potential solution.

The budget however, will totally change this.

We have moved address!

Box Financial Planning has moved offices, although not very far, as we are still in Theale!

Our new address is : -

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