31st July 2014
Richard Wadsworth forecasts many individuals will take advantage of the new drawdown rules
Carbon financial planner, Richard Wadsworth was recently asked to provide his view on the LV= personal pension fund and in particular, the simple drawdown scheme. This scheme was created following the recent rule changes regarding income drawdown and allows clients … Continued
Read Post29th July 2014
Richard Wadsworth provides an honest and frank opinion on Axa Life Invest’s Secure Advantage+
FT Adviser sought the view of Carbon’s financial planner, Richard Wadsworth in a recent review of Axa Life Invest’s new drawdown policy that guarantees a minimum income for life. Unlike other such products, Axa Life Invest claim their Secure Advantage+ product … Continued
Read PostOn the 6th April, Carbon’s Investment Director Barry O’Neill provided some commentary for a piece in The Scotsman highlighting somme potential risks and drawbacks associated with increased Isa allowances that came into play for the beginning of the 2014-15 tax … Continued
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