What is a Financial Advisor?

Vance Financial Management - Glasgow - What is a Financial Advisor?

Independent Financial advice – what is it really? There are situations in life when you have to make difficult financial decisions that can often affect your future. If you do not have the appropriate financial knowledge or experience in a specific area, it makes sense going to a specialist, i.e. an independent financial advisor.  What […]

Pension & Retirement 1

Vance Financial Management - Pension

Pension & Retirement Case Study 1 Background: Dr M took her NHS Pension in 2018 however continues to work and run her dental practice. Objective Dr M. still has approximately £150,000 of unused Lifetime Allowance (2018/19; £1,030,000). After contacting the NHS, Vance Financial Management recommended Dr M make a further contribution of around £75,000 into […]