If you haven’t taken Financial Advice before, it can be a daunting process, whether this is your first time or whether you’ve taken financial advice in the past. Our Finances are often the last thing we want to deal with at the end of the day or on the weekend, because they can be complex and the advice process can be drawn out and boring.
Clients appreciate our ability to breakdown the Financial Planning process by providing local expert advice as opposed to
speaking to a random person in a call centre.
Financial Advice comes in 4 key areas as listed below, and is ideal whether you are setting up your first policy, or want to know more about your retirement options.
The four key areas of Personal Financial Planning are:
Insurance – Insurance policies to give you and your family financial security
Pensions – All features of employer and personal schemes
Professional Partners – Tax, legal, deposits/lending and general insurance
Savings & Investments – Bonds, ISA’s, unit trusts and more
The older we get, the more of a disadvantage it becomes that you don’t have a Financial Plan. Finding the right Financial Adviser for you can feel like taking a big leap of faith, we understand this and give you the opportunity to speak to us about our services at no cost to you.
Initial consultations are always free of charge and will give you the opportunity to see if your local Financial Adviser would be a good fit for you.