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Wealth Management

As a Ltd Company Director it is important to ensure that you are managing your income wisely for the future. Being self-employed, many contractors are aware that they now have duties and responsibilites that they otherwise would not have been responsible for. Having a pension set up with a specialist pension provider is a tax efficient and important way of utilising funds, and having loss of income protection in place of employment ‘Death in Service’ is also a popular choice for contractors. We work with numerous providers that specialise in wealth management for contractors.

Penfold is the pension built for the self-employed. As a contractor you don’t have a HR team to sort out your pension, but Penfold makes it easy & simple. It takes just 5 minutes, online or on the app to set up! It’s completely flexible & perfect for sole traders, contractors, or limited company directors.