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.

Last Budget before Brexit - how the changes will affect you

Close-up of typing male hands
New english street view
LONDON - 22ND, NIV 2017: Chancellor of the Exchequer, Philip Hammond, holds the famous red box on the steps of Number 11 Downing street, before leaving for the Palace of Westminster to deliver it to the House
Studio shot of man holding white sign with the words Thank You
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Our free plain English guide to Philip Hammond's latest Budget (the last before Brexit), contains a full review of changes to personal taxation, pensions, investment allowances, capital gains tax, car tax, national insurance contributions and changes in the financial landscape for business.

DOWNLOAD HERE

News and comment

A popular peak for venture capital trusts

By Richard Jackson | 21st May 2019

Figures recently released for last tax year show the highest level of VCT investment since 2005/06.  The Association of Investment Companies was quick off the mark after 5 April in announcing a near record level of fund raising for venture capital trusts (VCTs) in 2018/19. At £731m, 2018/19 VCT investment just beat the 2017/18 figure…

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Chinese investments: the ripple effect widens

By Richard Jackson | 20th May 2019

It is not only Chinese mainland shares which are now attracting investor attention.  Over the past few years, the relevance of shares quoted on the mainland Chinese stock exchanges to global investors has grown considerably. China has opened access to its share markets via the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock connect schemes. As we…

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Pension planning: How long do you want to work…?

By Richard Jackson | 20th May 2019

As people are living longer, a parallel older-age profile is emerging in the labour force.  Labour market statistics for the period of December 2018 to February 2019 revealed some impressive results. In the UK, employment of those aged 16–64 was running at 76.1%, the joint highest level ever and up 0.7% on a year ago. …

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Happy birthday, dear ISA

By Richard Jackson | 30th April 2019

April 6 marked the twentieth birthday of the Individual Savings Account or ISA.  When the ISA was introduced in 1999, many thought it to be little more than a rebranding of the two schemes it replaced: the Personal Equity Plan (PEP) and Tax Exempt Savings Account (TESSA). The following 20 years have proved ISAs to…

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Life expectancy – we’re living longer, but…

By Richard Jackson | 30th April 2019

A recent report shows that life expectancy is still improving, but not as quickly as was once expected.  “British life expectancy falls by SIX MONTHS for men and women”  That was one recent headline in response to the latest report of the Continuous Mortality Investigation (CMI) of the Institute and Faculty of Actuaries. While it was…

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The lesson from the loan tax charge

By Richard Jackson | 30th April 2019

The controversy surrounding the loan charge deadline is a reminder of the dangers of aggressive tax planning. If you were offered a way of being paid a ‘salary’ that involved no income tax and no national insurance contributions (NICs), what would you think? In the late 1990s and early 2000s, many contractors and consultants were…

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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...