Financial Advice - One to One
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Financial Advice - One to One

Financial Advice - One to One

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The location of the meeting is up to you! Your home, your office, my office or somewhere else that is more convenient, just let me know!

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What does the future hold for you?

No one knows. But, a suitable financial strategy can help to build for your goals and plan for certain life events. giving you that valuable peace of mind.

There are many different kinds of value!

The value that comes from financial advice may take numerous different forms, including:

  • Return on investment
    Getting back more money than you invested, including the cost of the advice
     
  • Future security
    Ensuring you will have enough income in later life (e.g. pension planning)
     
  • Peace of mind
    Knowing you have made the best practical choices and obtained the best deals the market has to offer you
     
  • Protection
    Making sure you and your family have safeguards in place against unfortunate circumstances (e.g. illness, job loss, premature death)
     
  • Achieving goals
    Overcoming challenges and reaching milestones (e.g. finding the right mortgage for your dream home)
     
  • Avoiding mistakes
    Reducing the risk of making financial decisions you regret, or falling victim to fraud
     
  • Opportunities
    Discovering new and unexpected ways to make your money work harder for you


To guage the value you can get you must make the first move.  The first step is to meet with an authorised and qualified financial adviser and this is you chance.  Your first meeting is free (I bare the cost) and if you complete the online questionnaire below before the meeting I will also provide you with:


  • Pension tergeting and funding calculation
  • Risk profile assesment and asset allocation


Questionnaires (cut and paste the following links to your browser):

http://proprofs.com/survey/t/?title=mavpi

http://proprofs.com/survey/t/?title=risk-tolerance-questionnaire


If you do not value what has been provided you will not be hassled.  If you like what you see and feel you can benefit from a greater degree of support we can agree on a support structure to help you personally not a one size fits all appraoch.  Go on, what have you got to loose?


Click the select date button above to the right, then select register and choose your time (evening and weekends are fine), give a few basic detail and your done.


Regards


Neil




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The location of the meeting is up to you! Your home, your office, my office or somewhere else that is more convenient, just let me know!

United Kingdom

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