27/09/2022
A recent client review:
'Steve (at Raven Wealth) gave us all round advice on our pension options and potential lifetime allowance mitigation and inheritance tax. As a result we have decided to transfer our of our defined benefit scheme pensions into a managed plan and put in place tax efficient wills...We are more informed about our retirement options and have greater control over our retirement assets albeit have (knowingly) assumed a higher level of risk.'
Lincolnshire, June 2022.
Read all our reviews at: https://www.vouchedfor.co.uk/financial-advisor-ifa/oakham/030645-stephen-hunt
0800 888 6600 or [email protected]
Find out more by exploring our brochures and factsheets in our document library at: https://ravenwealth.co.uk/document-library/
Past performance is not necessarily a guide to future performance, and with investment your capital is at risk. Raven Wealth is a trading style of Eadon & Co who is authorised and regulated by the Financial Conduct Authority, FCA number 816029.