Pensions

Pensions

Pensions are designed to give you an income when you retire and no longer have a regular income from work. Many people don`t plan for retirement as they often see it as a distant event however, with the right advice and careful planning you can look forward to the sort of retirement you have always dreamed of.

More people are now living way beyond their retirement age and as such the Government is encouraging people to make provision for their own pensions as it is likely they will not be able to provide for a population who are living longer year-on-year. Every contribution you make qualifies for tax relief, which makes a pension one of the most tax efficient investments you could ever make.

Caboodle DO NOT provide advice on pensions but have partnered with experts in all aspects of pension advice, to give you the best independent recommendations for:

To be introduced to an Adviser who is qualified to discuss and advise on Equity Release and Lifetime Mortgage products please complete the short online enquiry form detailing which service/product you are interested in. We will then arrange for an Adviser to contact you.

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What We Offer

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT. CONSOLIDATING DEBTS MAY INCREASE THE TERM AND TOTAL AMOUNT PAYABLE.

Your initial consultation is free and you are under no obligation to proceed with a mortgage we recommend. There will be a fee for our mortgage advice which will range from £495 to £1,495. The level of fee will be determined by the amount of work we expect to undertake in arranging your mortgage and we will discuss and agree this with you before you make an application. Please ask for a personalised illustration.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Caboodle Financial Services Ltd, registered in England and Wales at Mere Green House, 46-48 Mere Green Road, Sutton Coldfield, West Midlands B75 5BT (number 08044670).
Caboodle Financial Services Ltd is an appointed representative of PRIMIS Mortgage Network (PRIMIS), a trading name of Advance Mortgage Funding Ltd which is authorised and regulated by the Financial Conduct Authority. PRIMIS is only responsible for the service and quality of advice provided to you in relation to mortgages, protection insurance and general insurance products. Any other product or service offered by Caboodle Financial Services Ltd may not be the responsibility of PRIMIS and may also not be subject to regulation by the Financial Conduct Authority. The Financial Conduct Authority does not regulate some forms of Buy to Let.

© 2023 Caboodle Financial Services Ltd


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