Pensions
Retirement can seem an age away.
Whether you’re building for retirement or looking to retire in the next few years, we can show you if you’re on track by creating a cash-flow plan. If you simply wish to review your current plans, we can do a full analysis of your existing pensions and undertake a health check to ensure everything is right for you. This includes assessing your attitude to risk and capacity for loss, researching suitable products in the market place, advice on investing your pension fund, and implementing the agreed strategy. Our role is consider the key questions that are important to you when deciding your retirement plans.
As independent financial advisers we have access to the full universe of investment solutions and products, so we are able to source what is best for you to meet your objectives.
"Chris has been my accountant for nearly 40 years, both on a personal front and for my company. From help selling shares in a business I co-owned, setting up a self-administered pension scheme for the company and me, preparing cash flow forecasts and personal tax to audit requirements, research and development claims and annual accounts, Chris has always been there for me and I value his advice, and the work his staff provide, greatly. I would happily recommend Chris and Hale & Co to anyone."
RT, Maidenhead and Reading
‘"I’m very pleased with the progress, Haresh and his team have explained everything clearly and avoided using technical jargon where possible."
Mr & Mrs S Hoxley,
"Although I am a Chartered Accountant myself, I have spend my whole life in the commercial sector and know that its vital to engage with people not only who have the detailed knowledge in specialist areas, but also have the humanistic skills to explain this to fellow professionals like myself. So it was very important to me, when considering who I trusted with my own funds, that they we treat me as an individual, understood my current and more importantly future requirements. I have been delighted to say that Craufurd Hale have fulfilled that brief."
Mr M Sanders,
"We have now been longstanding clients of Craufurd Hale (Hale &Co) for over 20 years, and in that time we have found the service to us/clients of an outstanding quality both in terms of its accuracy, timing and keeping us informed of any changes that may effect our investments.
We have also recommended them to our family and friends who are now clients.
We wish them continued success."
Mr R & Mrs L White, Barbados
If you would like to learn more please contact us for a free initial meeting