21 November 2024
"Take control of your future by making a choice of starting it right now."
“Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it.” Albert Einstein
Welcome to Palantir Financial Planning Ltd
At Palantir Financial Planning Ltd, we strongly believe that having a financial plan increases your chances for future success for both you and your loved ones. As famously stated by Benjamin Franklin, “If you fail to plan, you are planning to fail!” This has never been truer in this ever changing world of private finance and personal tax.
At Palantir Financial Planning Ltd we recognise that no two clients are the same and therefore the advice given would be tailored to your individual attitude to risk, time frame and target returns. The one common dominator is that all clients require jargon free, transparent advice from a qualified advisor who is honest and professional.
Pensions Advice
At Palantir Financial Planning Ltd, we believe all existing and deferred members of a pension scheme should have an annual review of their pensions and investments in order to determine how they are performing and if any improvements can be made.
Take a look at our video for more information
Transferring out of a final salary pension is unlikely to be in the best interests of most people.
Gold Standard Pension Advice
The Gold Standard is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of principles. Firms can adopt and promote this standard and principles, so consumers can better understand and find good advice, and be confident they are dealing with a firm that is going beyond minimum requirements when giving financial advice.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Our Services
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.