Privacy Policy

Prudent IFA's Limited Registered address is 30 Brownshill Green Road, Coventry, CV6 2DT.

Prudent IFA's Limited (reg No 11079789) is registered in England & Wales. Trading as Prudent Financial Planning. Prudent IFA's Limited is an appointed representative of The Whitechurch Network which is authorised and regulated by the Financial Conduct Authority. FCA Number 802019.

Tax, Trust and Inheritance Tax Planning is not regulated by the Financial Conduct Authority. Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment is not guaranteed and can go up and down depending on investment performance. You could get back less than you have paid in.

Any business arising from the use of this site will be transacted with United Kingdom residents only.

There are some useful articles available on the FCA Consumer Website;   https://www.fca.org.uk/consumers.   Please note this link will take you away from this website 

Website Terms and Conditions.

Prudent Financial Planning IFA's
Independent Impartial Advice from Prudent Financial Planning
Pensions now come in many forms from employer based final salary schemes to simple stakeholder personal pensions. Between these two examples there are many options depending on your personal circumstances. We will consider all options available to you and put a plan in place with the most suitable arrangement.
Depending upon your own desires for your retirement age and income needed we will put in place a plan to achieve it. Of course we will be realistic and what can be achieved will depend greatly on your intended funding.
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We can help you establish how much money you will need to retire on and as impartial advisers we can offer the highest level of advice in selecting the most suitable product and pension company to use.

 

To schedule a consultation, click below and we can find the best option for your circumstances.

A pension is a long term investment.  The fund value may fluctuate and can go down.  Your eventual income may depend upon the size of the fund at retirement, future interest rates & tax legislation.