McLean’s Financial Services

Spreading the risk to acquire a good mix of assets
Spreading risk and getting a good mix of assets is often known as “diversification.” You can invest directly by buying shares and bonds in different companies. You can also use funds known as collective investments, which pool your money with that of other investors and typically [...]

Make sure your financial affairs are in good shape
Increasing our sense of financial security and freedom, to enable us to do what you want to do, when you want to do it, becomes much more of a reality at the stage in our lives when our financial affairs are in good shape. With funds available [...]

Setting financial targets is the key
Your ability to enjoy a long and fulfilling retirement will depend largely upon how well you accumulate assets throughout your working life and what you do with them once you have retired.
We can work with you to develop a strategy and help you build up the funds you’ll need to [...]

A guide to where your money is being invested
Unit trusts and open-ended investment companies (OEICs) are divided into different groups, or sectors by the Investment Management Association (IMA).
There are two broad categories, Income and Growth, and each sector within these groups is made up of funds that invest in similar assets, the same stock market [...]

Trustees must be kept informed
As an employer, you are responsible for providing the trustees of your company pension scheme and their advisers with the information that they need to carry out their duties.
The Pensions Regulator has a set of specific objectives:

to protect the benefits of members of work-based pension schemes;
to promote good administration of [...]

Keeping hold of your property
The fear of having to sell our homes to pay nursing-home fees, when we would rather pass them on to our family members is a common scenario facing many of us today.
One possible solution that could enable you to avoid having to sell your home is the setting up of a [...]