Caring for those around us

For a brighter old age

 

                                   For your peace of mind

 

 

 

For expert impartial advice

Jackson Toms - the pensions specialists

The local pensions specialists

If you require pension advice look no further than Jackson Toms, the pensions specialists. We are highly experienced financial advisers, offering a professional independent service to our clients since 2003.

The value of the investment can go down as well as up and you may not get back as much as you put in.

Why Jackson Toms

Our reputation is built on the quality of service we provide. Our advice is based on a full understanding of every client's personal circumstances and We perform a full fact find into what is best for your specific situation.

Call us today to make an appointment or fill out our Contact Us form...

Expert advice

Making plans for the future - and understanding the financial options for retirement available to you are among the most important decisions that we make in life. That's why the help of a qualified independent advisor can help.

For a no-charge first meeting with Jackson Toms, contact us today.

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News and comment

Pension transfers skyrocket

By Richard Jackson | 22nd June 2018

Pension transfers out of the private sector final salaries boomed in 2017. There was a dramatic increase in the value of number of transfers out of defined benefit (usually final salary) pension schemes in 2017. A recent Freedom of Information (FoI) request to the Financial Conduct Authority (FCA) revealed that the £20,800 million was transferred…

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Interest rate rises prove hard to predict

By Richard Jackson | 19th June 2018

The Bank of England did not raise interest rates in May, despite earlier suggestions that it would.  About four years ago a member of the Treasury Select Committee compared Mark Carney, the Governor of the Bank of England, to “an unreliable boyfriend”. The remark was prompted by Mr Carney’s record of talking future interest rate…

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Savings tax review searches for simplicity

By Richard Jackson | 15th June 2018

The Office of Tax Simplification (OTS) is carrying out a savings tax review. The OTS is looking at the way in which savings and investment income is taxed, which can be very complicated. According to its paper, published in May 2018, “the interactions between the [tax] rates and allowances is sufficiently complex at the margins…

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Mainland Chinese shares join the MSCI index

By Richard Jackson | 15th June 2018

Important changes affecting market indices for Chinese shares took effect in June, which could affect emerging market funds. On 1 June, the index provider MSCI added 233 domestic Chinese shares to its emerging market and global indices. MSCI has some of the most widely used indices for measuring the performance of emerging markets, with the…

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Could major tax changes help young people?

By Richard Jackson | 12th June 2018

A new report has proposed major tax changes by taxing baby boomers more,  to help resolve major issues around what’s called  intergenerational fairness. The report, published by the Intergenerational Commission in May, offers ten policy recommendations which would represent a radical overhaul of the UK tax system. Examples include replacing inheritance tax with “a lifetime…

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Increasing inheritance benefits for couples

By Richard Jackson | 28th May 2018

Couples could now save an extra £20,000 of inheritance tax (IHT), as the residence nil rate band (RNRB) increased in April 2018. The RNRB was increased at start of the new tax year and it is due to increase by £25,000 in each of the next two years, reaching £175,000 in 2020/21. It will be…

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Jackson Toms

Jackson Toms Financial Services Limited was founded in 2003 by Richard Jackson and Martin Toms, who ran his own accountancy practice from 1982 to 2006. We have worked extremely hard to build and develop an excellent reputation in  Northamptonshire, Leicestershire, Rutland, Bedfordshire and Cambridgeshire. We have done this by providing financial services which are tailored around the unique requirements of the client.

Retirement planning

Whatever your feelings, retirement is probably the major opportunity of your life for a new and potentially very enjoyable phase of life in which you and not others manage your time.
At Jackson Toms we will do a full fact find to see what will best suit your needs.

Call us today to make an appointment for Retirement Planning in Kettering on 01536 526 088.

About Us

Jackson Toms Financial Services are experts in:
■ Pensions
■ Life Cover
■ Retirement Planning
■ Income Drawdown
■ Bringing Pensions together
■ Ongoing Investment Advice

Contact Us

To find out more about the services we offer and the advice we, call us on 01536 526088 for a free initial meeting - or drop us a line…

New Horizons

Planning for your future is easier with the benefit of expert pensions advice. Read what some of our clients say about us...Just click here 

Keep informed

Stay up to date with the complex and changing world of personal finance and planning with out monthly newsletter. Read more here...