insideKENT Magazine Issue 31 - October 2014 | Page 141

BUSINESS

ADVERTISEMENT FEATURE

At Core Financial Services Ltd,
we believe the need for financial advice is now…
This is first and foremost a people business and the skilled professionals working within our company are trained to
understand what our clients’ needs are and how to address them by giving the right financial advice and support.

The most important part of our business is our
clients and ensuring that they receive the high
level of service that they have come to expect.
Our aim is for our clients to look forward to
enjoying a long, healthy and happy retirement
which is free from financial worry, and therefore
the priority is to provide solid pensions and
investments to form the foundations of their better
life ahead.
This is why we developed Navigator to help
our clients plot the best course for their pensions
and investments. The aim of our funds
management programme is to minimise their
losses through bad times and maximise their
gains throughout the good.

With the pension budget changes on
“Freedom and Choice in Pensions” affecting
many of you, the need for financial advice is now
greater than ever.
One of the major changes in the budget
which will interest most of you is the ability to
take your entire pension fund as a lump sum on
reaching age 55. You will still be able to take
25% of the fund value as a tax-free lump sum
with the remainder being subject to tax at your
marginal rate of income tax.
Having this flexibility in your pension
withdrawal opens up many interesting planning
ideas and the need for pensions planning is even
more evident for reaching and maintaining your
financial goals for the future.

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In addition we have assisted many of our
clients to buy their first home and protect their
family.

Core Financial Services Ltd
Turkey Mill
Ashford Road
Maidstone
ME14 5PP
0844 845 5777
www.coreifa.co.uk