0345 474 4750

info@nagelclark.co.uk

PFS

Our Services - Chartered Financial Planning

Managing your wealth and helping to ensure the financial security of your family eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.

Our Services - Chartered Financial Planning

Managing your wealth and helping to ensure the financial security of your family eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve.

Arena Nagel Clark firmly believes that choosing an independent financial adviser is one of the most important decisions you will make. Based in Newcastle upon Tyne, we provide high-quality, professional chartered financial planning with clearly defined service levels and a transparent fee structure.

Our core values ensure we act with integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients' best interests at the heart of our business.

Our Services

Investment

Investment

Arena Nagel Clark can help you make informed decisions about your investment choices by considering your priorities, goals and attitude to risk. There are numerous factors which can impact your wealth such as changing tax rules and legislation, volatile markets and inflation. Your cicumstances can also change. Having a plan that can adapt to change is sound financial planning.

The value of your investments can go down as well as up and you may not get back the full amount invested.

Retirement

Retirement

Planning for your retirement is possibly the most important financial decision you will ever make. Arena Nagel Clark will work with you to explore all your options based on how much income you are likely to need in retirement. We will advise you on how best to fund for retirement while you are working towards it. Once you retire, we will consider the different ways of providing you with the income you need, taking into account your preference for a guaranteed or flexible income.

Accessing pension benefits early is not suitable for everyone and may impact on levels of retirement income and your entitlement to certain means tested benefits. You should seek advice to understand your options at retirement.

Tax Planning

Tax Planning

Minimising the tax you pay is integral to what we do. Behind every recommendation we make to our clients is consideration of how it will benefit their tax position.

Current tax rates may be subject to change and are also subject to the individual circumstances of the investor.

The Financial Conduct Authority does not regulate taxation advice.

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