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Financial Planning

Qdos recognise that the nature of contract work means that you may need to make your own arrangements for things like pensions and other financial matters. That’s why we’ve recently teamed up with Prudential Financial Planning to offer financial advice to our clients.

Prudential Financial Planning

Prudential Financial Planning’s professional advisers can help advise you on the specific pension benefits and considerations for contractors and limited companies, review your finances – identifying any opportunities to potentially make your money work harder – and advise on your retirement plans. They can also look at how your finances could be more tax efficient.

Prudential Financial Planning are backed by the strength and credibility of Prudential, which has been providing financial security for over 165 years.

They believe that these things are better discussed face-to-face, in the comfort of your own home or wherever you prefer. Of course, there’s no obligation to go forward with any of their recommendations.

They’ll be able to answer any questions you may have, such as:

  • What pension benefits am I entitled to?
  • Could the changes to pensions affect me?
  • Are my savings and investments in the right place?
  • What tax implications do I have to be aware of?
  • Are there any deadlines to consider or actions to take now?

If you would like to make an appointment, and don’t already have a financial adviser, simply complete an online form or call us on​ 0800 151 3919 and quote “QDOS Partner” (Mon-Fri 9am-5pm).

Prudential Financial Planning advisers are qualified and experienced in financial planning and can advise on a range of carefully selected products from Prudential and other providers. This is known as a restricted advice service.

Qdos will receive a fee if you proceed with a recommendation from Prudential Financial Planning. Your adviser will give you details about this when you meet.

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