Brookson Financial specialises in pension advice and investment strategies for contractors, interims, Partners & other self-employed individuals.
Whether you are looking to put your ISA allowance to good use, maximise available pension tax relief, save for a future event or simply ensure you are making the most from your money, we can help.
Brookson Financial offer a holistic service focused on helping freelance specialists achieve long-term wealth goals and financial security. Our intelligent propositions are built around the planning needs of various self-employed individuals, offering flexibility to suit the changing needs of off-payroll working. Our services range from simple and highly cost-effective pension and savings planning, to complex wealth accumulation and retirement income strategies. We can also help clients transfer existing products into new, up-to-date solutions (including pension transfers).
Our experienced advisers offer straightforward, pragmatic advice, designed to help customers meet their long-term objectives. To request your free initial 30-minute financial review, please fill in the get in touch form.
A PENSION IS A LONG-TERM INVESTMENT. THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND ON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION.
THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.