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
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
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):
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.
Date and Time
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!