Or why it might be best to take money from your ISAs first It is now popular to take cash from a pension whilst you still work. But the complex rules around pensions mean this may not be the best thing to do, especially if you have ISAs as well. Let’s take the example of

When you invest your money, you should be prepared to accept that the value of your investment may go down as well as up in the short-term. So why would you invest rather than save? Indeed, there are some occasions when you should NOT invest: You need to access the money in less than five

We went to Stephen Page to help us set up a plan to provide for mother’s care home fees. We were presented with a set of financial scenarios in a very clear and understandable form.

I feel relieved and in charge of my destiny once more. A great deal of pressure has been released from me personally. My ‘black holes’ and ‘no go’ areas have been visited and plugged and I can now make better-informed decisions. I feel I have found honest and interested support from a firm that want

The service has always been first class and professional. PageRussell “tell it like it is” with clear and bare facts, no hidden agendas. I feel more assured about my financial future and more relaxed about having treats now instead of thinking I have to save for a rainy day all the time. Dorothy Heng, Eastravel

I put PageRussell to the test you should consider doing the same! My journey started 12 months before my retirement date when I instigated an appraisal process of four Independent Financial Advisers covering a wide spectrum from sole traders to established private companies. Two firms were asked to prepare a detailed financial plan for a

PageRussell’s service is exemplary. Ten years ago we had £42k in a pension. After taking Richard’s advice we now have a fund worth over £1 million. Not bad in 10 years. Now I feel relaxed and enjoying life with my wife before the clock stops ticking for me. Robin Fournel

Not only do I have a better handle on my finances and a clearer picture of my retirement plan, I also feel like I have gained friends who care. The PageRussell service is all-inclusive and has helped with aspects of my life I would not have thought of before. They have been very supportive with

PageRussell has given us a real insight into how the savings markets work and how we can invest our money for better returns. The service and advice has always been first class. We really appreciate the Annual Review and the time spent explaining the current position and future prospects in language we understand. Our relationship

I’ve had three bad experiences in the past with financial advice not taking into account my individual situation and my ordinary personal expenditure. The PageRussell way is tailored to the individual and not about being sold products that suit the advisor. They have given me a thorough, well researched personal service. The key is, it