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

International investments and Brexit

By Richard Jackson | 24th April 2018

With Brexit now less than a year away, how insular are your investments? Brexit – or more accurately the start of the transition/implementation period of the UK leaving the EU – begins on 29 March 2019. By the end of the following year, the UK’s remaining links to the EU are due to be cut.…

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What does the pension lifetime allowance buy?

By Richard Jackson | 23rd April 2018

Pension planning – it is worth looking at what your pension pot could buy for your retirement. The importance of pension contributions has been bolstered by the rollout of auto-enrolment pension schemes. However, it is not as clear what your savings will give you when you come to retire. For example, Louise, a healthy, non-smoking…

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Taking the early view on ISAs

By Richard Jackson | 19th April 2018

There are advantages to planning your ISA investments around the start of the tax year. With an ISA, all the taxation benefits occur afterinvestment is made, yet the focus is often on year-end contributions. Various articles on ISAs filled the weekend press in March, and are set to re-emerge like a financial sign of spring…

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New risk criteria for venture capital schemes

By Richard Jackson | 17th April 2018

Important changes for venture capital schemes and enterprise investment have recently come into effect.  New ‘risk-to-capital’ conditions apply to investments in venture capital trusts (VCTs), enterprise investment schemes (EISs) and seed enterprise investment schemes (SEISs). The changes took effect on 15 March 2018, when the Finance Act 2018 received Royal Assent. Broadly speaking, an EIS…

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A simple Spring Statement

By Richard Jackson | 13th April 2018

The Chancellor’s Spring Statement on 13 March was, as promised, a low-key event. Last autumn, Mr Hammond announced he would have only one ‘fiscal event’ each year – an autumn Budget. The Spring Statement would become a response to revised projections from the Office for Budget Responsibility (OBR). The Treasury has had to provide an…

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A refund for power of attorney

By Richard Jackson | 26th March 2018

You may be due a refund if you have registered a power of attorney in recent years. It is not often the government offers a refund because of overcharging, but last month it emerged that the Office of the Public Guardian (OPG) had been levying excessive fees for four years. The fees related to the…

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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...