Client Testimonials

We really do appreciate all of the time and sound advice you have given us.

Aaron & Hannah Himsworth - Matlock
Both Tirin & Christine went above and beyond to help me during this very stressful time. Very much appreciated!

L Bamford - Long Eaton
... I would not hesitate to recommend Tirin and the team at I2 Retirement as a result of the services he has provided for me personally and also my company.

Nix Shah BDS – London
Tirin gave me some great advice on my pension. I am now receiving more than 30% than I would have done if I had stayed with the company that had my pension fund!

G Bamford – Nottingham
I have received excellent financial advice over several years from Tirin of i2. He is everything I am looking for in a financial advisor; reliable, efficient, prompt and understanding ...

V Grealey – Harrogate
... It was so easy! Tirin is always available to answer my queries which is always reassuring. I have 100% confidence in everything they do for me.

A Kneale – Merseyside
... They offer a personal, friendly and efficient service to our staff and directors alike, and are always on hand to give advice. I have no hesitation in recommending them.

Clare Long (Director) Parkside Tile – Leicester
... Tirin always approaches the client/advisor relationship with integrity, enthusiasm and flexibility, and we would have no hesitation in recommending him and i2ifa.

G & L Chamberlain – Nottingham
... The advice he gave me personally was concise and made me feel confident that the policy he recommended and arranged was correct for my requirements ...

Chris Reed (Director) Pinpoint Accountants – Nottingham
I hate filling in forms and get stressed at the thought of making financial decisions, but you took all the worry away.

L Chambers – Sheffield
I2 have a team of highly dependable, knowledgeable and trustworthy individuals. Their recommendations are always thought out and tailored to the circumstances ...

B May – Sheffield
Good standards, sound advice and professional help, are the basics, in my view. However, Tirin goes further. He inspires trust, listens attentively and provides effective solutions ...

B Edwards - Sheffield

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Introduction to Wealth Management

What Is Wealth Management?

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

There are plenty of ways of preserving wealth in real terms, protecting against most of the uncertainties that may threaten it and allowing you to sleep at night, but the unidentified risks are a far greater threat to your wealth than tax. While tax may threaten a proportion of your wealth, poorly-identified risks can destroy it all.

Risk aversion starts with asking oneself a few questions such as:

What Is Wealth Management?

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample assets to provide for themselves and their family into the future.

There are plenty of ways of preserving wealth in real terms, protecting against most of the uncertainties that may threaten it and allowing you to sleep at night, but the unidentified risks are a far greater threat to your wealth than tax. While tax may threaten a proportion of your wealth, poorly-identified risks can destroy it all.

Risk aversion starts with asking oneself a few questions such as:

Is my job secure?
What happens if my employer goes bust?
How secure are my investments?
What happens if a company I have invested in collapses or is unable to meet its obligations?
Is my occupational pension safe?
What happens if an elderly relative has to go into residential care?
What happens if I divorce?
Do I have enough insurance?

This is just a start and you will no doubt identify others. It may not be the most motivational task but if you work through the implications of your questions and attach a probability to them, it can help clarify the issues and will form the basis of your risk aversion plan.

Our service is all about helping you with professional wealth management advice to create, build and protect your wealth and minimise your tax liability in a wealth preservation plan which we will develop and monitor over a long-term, on-going relationship.

TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.

TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.

THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

GENERAL ENQUIRY FORM

Marketing Information

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Call us now

0115 939 2626

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An Enquiry

Other Areas of Expertise

- Taxation
  
  Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser
  ... Read more
- Savings & Investments
  
  When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.
  ... Read more
- Pensions
  
  When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance
  ... Read more
- Mortgages
  
  Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs
  ... Read more
- Life Assurance
  
  The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.
  ... Read more
- Financial Planning
  
  Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions
  ... Read more
- Business Insurance
  
  All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.
  ... Read more

London Stock Exchange

Value	Move	%
FTSE 100
7389.98	87.24	1.195
FTSE 250
19835.95	146.949	0.746
FTSE 350
4116.05	45.81	1.125
FTSE All Shares
4083.84	44.9	1.112
Dow Jones
31261.9	8.801	0.028
Nasdaq
11354.617	-33.883	-0.298

Currencies

Value	Move	%
0
1.184	0.002	0.185
GBP/NOK
12.151	-0.022	-0.184
0
12.42	0.003	0.023
GBP/USD
1.255	0.005	0.396

Newsletter Registration

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Sheffield Office

I2 Retirement & Financial Planning

Unit 5, Shepcote Office Village

Shepcote Lane

Sheffield

S9 1TG
Phone : 0114 249 3444
Email : sheffield@i2ifa.co.uk

Nottingham Office

I2 Retirement & Financial Planning

58 Station Road

Sandiacre

Nottingham

NG10 5AS
Phone : 0115 939 2626
Email : nottingham@i2ifa.co.uk

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

I2 Retirement & Financial Planning Limited is authorised and regulated by The Financial Conduct Authority. I2 Retirement & Financial Planning Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 457952.

Registered in England under reference 05398309

Registered office address: Unit 5, Shepcote Office Village, Shepcote Lane, Sheffield, S Yorkshire, S9 1TG

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Related Topics

Client Testimonials

Request a Call Back

Introduction to Wealth Management

What Is Wealth Management?

What Is Wealth Management?

GENERAL ENQUIRY FORM

Marketing Information

Submit your Information

Other Areas of Expertise

Taxation

Savings & Investments

Pensions

Mortgages

Life Assurance

Financial Planning

Business Insurance

London Stock Exchange

Currencies

Newsletter Registration

Sheffield Office

Nottingham Office