About Trevor Wisker DipPFS IFA
Trevor Wisker is an Independent Financial Adviser with over 30 years of experience in the financial services industry. I work with Molyneux Associates and divide my time between their offices in Plymouth and my home in Truro.
Investments: Short, medium and long term objectives can all be met by allowing investors access to a range of flexible, tax-efficient investments, managed by leading fund managers to generate the potential for higher returns.
Retirement Planning/Pensions: Due to the tax advantaged position of pensions, they remain a core strategy for those building for their retirement.
Protection: The need for protection is quite simple: should an event occur that puts your health, job, home, business or possessions at risk, how would the financial consequences impact your family? Insurance gives protection against the financial problems that can arise when such events strike.
Inheritance Tax (IHT) Planning: More estates are being caught by the 40% tax charge and so it is no longer a tax on the super-rich. However, by seeking professional financial advice, steps can be taken to minimise or even eliminate IHT for your loved ones.
The value of your investments and any income from them can fall as well as rise and investors may not get back the amount invested.
Molyneux Associates are proud sponsors of St Luke's Hospice in Plymouth in their 40th Anniversary year.