April 2015 Pension Changes – 4 new opportunities to be aware of…

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Commitment

Your objectives, your financial needs and your views of the right outcomes are the focus of our attention. Our commitment is to advise you how to make the most of your money in all market conditions.

 

 

 

Transparency

You will always know what we are charging you and why. All your fees are agreed up front – there are no surprises or additions. Because we are independent advisers you know that our advice is always impartial.

 

 

 

Expertise

The highly qualified advisers at XL have many years of experience: this makes for trustworthy financial solutions. The advice we give is tailored to your personal approach to the risks of investment and aims to minimise the costs incurred.


 

 

 

Peace of Mind

We are actively thinking about your affairs and looking after your interests even when you are not. We are constantly updating our knowledge and skills and taking due diligence over the products we recommend and the technology we use.

 

XL Financial Planning Philosophy

 

Our philosophy is simply that your needs are the centre of everything we do.
We feel that our job is to help you have the life you want by providing
financial planning in a highly professional yet friendly manner and
to create an atmosphere of mutual trust.

 

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