Welcome to Endeavour Financial Planning
We are an independent financial advice firm specialising in Pensions and Investments. Our aim is to provide clear, impartial financial advice to our clients.
Our goal is to give direction to our clients’ finances, looking to plan for the long term whilst being mindful of all of life’s surprises along the way. We follow a best advice principle offering a friendly and relaxed service, helping you understand personal finance.
Endeavour Financial Planning is part of the £200 billion The On-Line Partnership Limited who are backed by Russell Investments. We contribute to the national financial press and hold near £100 million of funds under advice. Dealing with a host of corporate clients, company directors, contractors and a range of individuals in or around retirement, we help you plan for your future.
We’ll arrange an initial meeting at our expense, enabling us to learn more about you and let you get to know us. This involves gathering detailed financial information about you to build a comprehensive picture of your current finances and future plans. Contact us today to arrange your no-obligation initial meeting.
Thinking about retirement, do you know when you can? Or even if you can? Try our Wealth Calculator and view your projected wealth.
Wealth Calculator
Do you know how much money you’ll have in your pension when you retire? Find out your projected pot with our wealth calculator.
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The figures given should be taken for illustrative purposes only. All calculations have been made using a 4% annual return net of tax or charges, and do not take inflation into account. In reality, investments will be variable each year. The monthly investment is assumed to remain the same for the entire term. Under present pension legislation, a cash sum of up to the value of 25% of the pension fund can be taken tax free. The remainder can be used to create a retirement income from the capital. There are risks associated with cashing in your entire pension fund.
Please note: figures provided are for illustration purposes only and do not constitute financial advice. Past performance of an investment is no guide to its performance in the future. A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
