Asset and Wealth Management Specialists in Cumbria

Asset and Wealth Management Specialists in Cumbria

Independent Financial Advice From Lamont Pridmore

  • Home
  • About Us
  • Our Approach
  • Our Services
    • Protecting your family
    • Protecting your business
    • Savings and investments
    • Retirement Planning and Pensions Freedom
    • Workplace pensions and auto-enrolment
    • Inheritance Tax, Estate and Trust Planning
    • Life Wealth Plan
  • Latest News
  • Contact Us
0800 234 6978
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  • Home
  • About Us
  • Our Approach
  • Our Services
    • Protecting your family
    • Protecting your business
    • Savings and investments
    • Retirement Planning and Pensions Freedom
    • Workplace pensions and auto-enrolment
    • Inheritance Tax, Estate and Trust Planning
    • Life Wealth Plan
  • Latest News
  • Contact Us

Key Investor Information Documents

Key Investor Information Documents

Download a copy of the Key Investor Information Documents for the funds within our portfolios.
If you would prefer a paper copy, please contact us.

Key Investor Information Documents Lamont Pridmore Portfolio Key Investor Information Documents (KIIDs).

More Info

  • Our Approach
  • Our Services
  • Contact one of our independent financial advisers
  • Workplace pensions and automatic enrolment

A pension is a long term investment.  The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.  Pension income could also be affected by interest rates at the time benefits are taken.

The tax treatment of pensions in general and tax implications of pension withdrawals will be based on individual circumstances, tax legislation and regulation, which are subject to change in the future.

Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits.

Accessing pension benefits is not suitable for everyone.  You should seek advice to understand your options at retirement.

Lamont Pridmore Asset & Wealth Management is the trading name of Lamont Pridmore Asset & Wealth Management Limited. Registered in England no: 08395896. Registered address: Milburn House, 3 Oxford Street, Workington, Cumbria, CA14 2AL.

Lamont Pridmore Asset & Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register no 599259 – www.fca.org.uk/register

The Financial Conduct Authority does not regulate accountancy, taxation and trust advice, will writing, legal services, business services and some aspects of commercial mortgages.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Please note that the value of investments can fall as well as rise and you may get back less than you invested.

Navigation

  • Home
  • Client Information
  • About Us
  • Our Approach
  • Our Services
  • Contact Us

Our Locations

  • Barrow - 01229 840261
  • Carlisle - 01228 520118
  • Carnforth - 01524 732988
  • Kendal - 01539 732377
  • Keswick - 01768 772182
  • Penrith - 01768 800380
  • Whitehaven - 01946 550300
  • Workington - 01900 65955

Useful Links

  • MoneyHelper
  • Complaints Procedure
  • Financial Ombudsman
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