When retired headteacher Una, wanted to reduce the amount of supply teaching she was doing, she realised that she would have to access her company pension to maintain her income. She turned to N&P for advice in investing the tax-free money from her pensions to assist in her retirement years.
Ethical investments that provided good returns
Una met Steven Wakefield, Independent Financial Adviser for N&P Louth branch, and they had an in-depth chat about her needs. As Una hadn't used her ISA allowance, Steven recommended using her tax-free allowance by investing in a Stocks and Shares ISA. However, as well as seeking good returns Una was concerned that she didn't want to invest in companies who work in countries where there are oppressive ruling regimes. Taking this on board, Steven recommended a number of companies which specialise in ethical investments.
Friendly staff and useful information
Una said: "I used to be extremely risk-adverse. A previous financial adviser had told me that I was one step up from putting my money under the bed! But I decided to be a bit more adventurous with a Stocks and Shares ISA. The idea of ethical investments appealed to me, and even if Steven had said I could have got a higher return from non-ethical investment, I would still have gone with this one. I found the information that Steven gave me very useful. I felt comfortable in the meetings as they weren't too intrusive. I would certainly recommend Steven and N&P Louth branch as a whole. My experience of all staff in the branch was very friendly and it felt as though they had my interests at heart".
To find out how you could benefit from financial advice with N&P, talk to an Independent Financial Adviser today.
YOU MAY NOT GET BACK THE FULL AMOUNT OF YOUR INVESTMENT AND THE VALUE INCLUDING THE INCOME GENERATED MAY FALL.