Taking withdrawals from your investments
When we review your financial plan each year we discuss with you any requirements you may have to meet planned expenditure in the coming 12 months. We can then make recommendations to ensure that you receive this money from the most tax efficient and appropriate investment in line with your financial plan. We also ensure you receive the funds when you need them.
We understand that even with the best laid plans, life happens and there will be times when unexpected expenditure arises that cannot be met by your cash reserves. In these instances we will still need to make recommendations and gain confirmation that you are happy to proceed on the basis recommended.
So please allow as much time as you can once you know you have a need for extra funds from your pensions or investments to allow for this process. As always we will do our best for you.