Caring for those around us
For a brighter old age
For your peace of mind
For expert 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 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...
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 advisor can help.
For a no-charge first meeting with Jackson Toms, contact us today.
Download our guide to the Spring Statement
This was not meant to be a March mini-Budget, despite what many headlines have suggested.
Mr Sunak believes in the once-a-year approach to major tax and spending changes, unlike some of his predecessors. However, in both 2020 and 2021, the pandemic put paid to that aspiration.
News and comment
Investment: The world’s share markets had a bad first half of 2022 but, for once, the UK performance was better than many. The first six months of the year was a disappointing one for many investors. The S&P 500, the leading US market indicator, had its worst first six months since 1970. To be fair,…Read More
New research shows how the most recent increase in State Pension Age has hit those affected. The last change in State Pension Age (SPA) was phased in between December 2018 and October 2020. Over that period, the SPA for both men and women increased from 65 to 66. The move was controversial, not least because…Read More
June was a month for rising interest rates on both sides of the Atlantic. June was a notable month for interest rates: Firstly, the US central bank, the Federal Reserve (the Fed) increased its main interest rate by 0.75% to 1.50%–1.75%. It was the third consecutive meeting at which the Fed had raised rates and…Read More
ISA’s – New statistics show this year’s ISA season attracted less than half of last year’s total net investment. The Investment Association (IA) recently published net sales figures for the ISA season, which it defines as March and April. It showed that the net inflow into the stocks and shares ISAs of its members amounted…Read More
The high marginal tax rates created by phasing out the personal allowance are back in the news. ‘A million to pay 60% income tax within years,’ ran a recent headline in The Sunday Telegraph. The next day The Times picked up on the same story with the article ‘Inflation may leave million more workers paying 60% tax’. Whether either…Read More
How well is pension tax relief understood? Research suggests not well at all, potentially undermining saving motivations. Of late, HMRC has been publishing past research that had previously been kept under wraps. One interesting document to emerge details research commissioned in 2015 by Ipsos – the opinion polling company – into the understanding of pension…Read More
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.
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.
Jackson Toms Financial Services are experts in:
■ Life Cover
■ Retirement Planning
■ Income Drawdown
■ Bringing Pensions together
■ Ongoing Investment Advice