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Latest News

17-Oct-11 09:551ST CHARTERED FINANCIAL PLANNING LTD - ACCREDITED FINANCIAL PLANNING FIRMTM

The Institute of Financial Planning (IFP) approves 1st Chartered Financial Planning Ltd as an Accredited Financial Planning FirmTM

14-Sep-11 13:38Retirement Options

Revolutionising the way pension benefits are taken

14-Sep-11 13:31Keeping your Wealth in the Family

Inheritance Tax planning matters...

14-Sep-11 13:15Bridging the Gap

Will you be faced with an income shortfall?

14-Sep-11 13:07A New National Pension Scheme

A new National Pension Scheme from October 2012

14-Sep-11 11:58Planning for Tomorrow

What retirement income should you aim for?

14-Sep-11 10:25Inflationary Pressures

Counteracting the pensioner's worst enemy

12-Nov-10 16:14Estate protection

"The time when an elderly person needs to go into residential care is often a huge strain on family members. Illness or infirmity may have forced a sudden change in circumstances and time may be short."

12-Nov-10 16:10Wrapping up your money

12-Nov-10 16:00Annuity law relaxed

03-Mar-10 12:58"Lancashire Financial Planner Gains International Recognition"

This article is a press release describing Sylvia Bentham's recent attainment of the prestigious and internationally recognised ISO 22222 Certification

02-Mar-10 17:00Is it time you had a Wealth Check?

We have highlighted some of the important stages in life and the circumstances you might find applicable to your particular situation.

26-Nov-09 16:28Financial Independence

24-Nov-09 09:46Savings Survey

Facing up to the reality of not having saved enough

17-Nov-09 15:47Shopping Around to Get the Best Deal

Effective retirement planning requires an expert knowledge of the detail of pension legislation and an abilty to clearly understand a client's individual long-term objectives and expectations. We offer both.

17-Nov-09 14:39Have you considered your options?

We view pensions as an investment vehicle with unique features and tax treatment. By taking this approach, we align our retirement solutions with our client's personal circumstances and objectives, ensuring their retirement planning fits cohesively into any financial strategy.

16-Nov-09 11:32Dividing Pension Rights in a Divorce

Complex calculations mean that there are a number of factors to consider

16-Nov-09 11:16Dates for your diary

31-Jul-09 08:47Safety in Numbers

Reducing the Risk of Acquiring Wealth

31-Jul-09 08:43Tax Efficient Wealth Creation

Taking Advantage of the Increased Savings Allowance

09-Jun-09 10:05Pensions tax relief

Pensions tax relief

09-Jun-09 09:50Budget at a glance

Take a look at our guide and see how your finances could be affected by Budget 2009.

25-Mar-09 11:36Turning your pension savings into an income

Give yourself plenty of time to think through the options

25-Mar-09 11:32How balanced is your investment portfolio?

Limit any losses to take advantage of the upside

25-Mar-09 11:23Creating wealth during an economic downturn

Savers experience the lowest savings rates in more than 100 years

25-Mar-09 11:16Tackling a potential IHT issue

Now is a great time to discuss your problem with us