Ackland IFA
Services
Retirement Planning
Retirement is not an age but a number. It will be driven by your expenditure requirements and your ability to meet these requirements. The sooner you can do that using your existing capital, the sooner you can choose whether you want to work or not. Remember not just to work for money but to make money work for you.
Estate Planning
You've spent a lifetime working hard and building your wealth and now is the time to enjoy the fruits of your labour, whilst ensuring that any legacies are left to whom you want to receive your money.
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No one includes HMRC as a beneficiary of their will but if you don't have sufficient plans in place they will benefit from your estate regardless.
Investment Management
The financial services sector can be a confusing world, full of jargon and complex taxation rules.
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We take the stress out of investing by recommending suitable homes for your money, explaining why, and ensuring that they continue to meet your ever-changing needs on an ongoing basis.
Estate Planning advice is not regulated by the Financial Conduct Authority.
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, and tax legislation.
The value of units can fall as well as rise, and you may not get back all of your original investment.
About Ackland IFA
Ackland IFA is a leading independent financial advice company based in Bristol. The business is headed up by Tom Ackland, who has held the prestigious titles of Chartered Financial Planner and Fellow of the Personal Finance Society for almost a decade and has industry experience spanning almost two decades.
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At Ackland IFA we provide a bespoke wealth management service. We understand that our client's needs vary and we believe that the advice they receive should be specifically tailored to meet these continually changing and varied needs.
How we work
Initial discussions and meetings
To begin with we will arrange a telephone discussion to talk to you about your goals, aspirations and ambitions.
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We want to ensure we can make a positive impact on your plans so we'll discuss your current financial position with you to see if and how we could help you.
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The next step is a free of charge face-to-face meeting; so that you get the most out of your meeting we will ask you to complete our financial planning questionnaire beforehand so that we can focus on the lifestyle plans you'd really like to put in place.
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Advice Report & Implementation meeting
Once we have discussed where you are and where you'd like to get to, we will provide a free financial planning report which will detail your aims and objectives, attitude to risk and personal recommendations for any financial protection plans, pensions, investments and estate planning and we will explain how the recommendations suit your needs. We will disclose full details about any fees payable to implement our recommendations.
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Furthermore, if there are any amendments to be made then, at this point, we can adjust our plans accordingly.
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Once you have agreed to any recommendations we will begin to implement them accordingly.
Ongoing advice meetings
We all know that the only thing in life which never changes is change itself, and it is no different with your personal finances; changes to your personal situation professionally and/or domestically, changes to taxation legislation and changes to your lifestyle can all have an impact on the initial plans we put in place so it is absolutely essential that we review your plans on an annual basis to ensure they are not thrown off course.
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Ultimately, your annual advice meeting offers you the peace of mind that, as and when things change in your life, your financial plan will be able to adapt with you.
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Testimonials
What people say about Ackland IFA
“I have always found Tom to be fair and I like that he explains things in terms which I can understand. He has always provided me with an honest opinion and never forced anything upon me”.
Mr MT, Cumbria
"Lovely to talk to you today, sorry I had to cut short.
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Just wanted to say a big thank you for the advice and support you give with my financial and retirement planning.
The advice you give is always sound and practical and helps me discern my best course of action for both now and in the future.
Long may it continue".
Ms TD, Essex
Since 2008, Tom has supported myself and my late husband with sound financial advice.
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Approachable, a terrific listener who knows his stuff, he does what you would expect, providing options and reliably following through but with an added personal touch.
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I am always confident in his advice and after all these years, can say with certainty that my financial advisor is one of the best.
Mrs EA - Rossendale
News and Views
Retirement Planning Articles
Estate Planning Articles
Investment Management Articles
Contact
Enquiries
For any enquiries, questions or commendations, please call: 07470 199 819 or fill out the following form.
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Head Office
39 Ridgeway Road
Fishponds
Bristol
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BS16 3DY
Contact Us
Start a conversation: 07470 199 819 or tom@acklandifa.com
Triple A Advice Limited trading as Ackland Independent Financial Advice is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales. FCA number: 709929
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Registration No: 09666827. Registered Office: 39 Ridgeway Road, Bristol, BS16 3DY
Legislation
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This Website is intended for use by UK Residents only.
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The Financial Conduct Authority does not regulate cash flow planning, tax or estate planning.
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Investments and Pensions are long-term investments, and their value can fall as well as rise. You may not get back all of your original investment. This means that your eventual income will depend on the size of fund at retirement, future interest rates and the impact of tax legislation.
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Most Protection plans have no cash in value at any time and will cease at the end of the term. If premiums are not maintained your life cover will lapse.
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Documents
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- Website terms of use
- Privacy Notice
- About our services
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- Terms and conditions
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- Complaints brochure
Information collected from this form is used to help us answer your enquiry as efficiently as possible. It is not used for marketing purposes and we will never pass your details to a third party
