With CFM you get your own Investment Manager who manages your SIPP or pension plan.
What this means is that we choose the underlying investments, the actual shares, bonds and funds. We have years of experience doing this and conduct research on investments every day.
We do this after creating a very specific and carefully thought through plan and strategy for your SIPP based on your age, plans, retirement and specific situation.
Our clients have been with us for many years while we grow the portfolio during their careers and then manage the portfolio in such a way for it to provide enough capital and income while in retirement.
Often where we differ significantly from our peers is that we design the portfolio’s to provide an income in retirement while maintining the capital, which can then provide a fund to pass to family upon death. Many of our peers simply plan for you to spend your pension down to zero over time.
Speak to us today to find out more about this service and arrange an teams or zoom call. Or indeed an inperson meeting close to your or at our offices.
CFM can manage and advise on your SIPP