Free

Free Financial Planning Consultation with a Chartered Financial Adviser

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Location

Location

Simpson Wood

Bank Chambers

Market Street

Huddersfield

HD1 2EW

United Kingdom

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Event description
Free Financial Planning Consultation With a Chartered Financial Adviser

About this Event

HAVE YOU HAD A FINANCIAL HEALTH CHECK?

Are your current pensions and investments personalised to your individual circumstances? Have you had a financial planning review in the last year? Are you aware of the full charges applicable to your plans, as well as how your investments have performed?

As your local Independent Financial Advisers since 2003, we are inviting you to undertake a complimentary financial planning review with one of our advisers.

The purpose of a financial review meeting is for you to talk through your financial situation with a professional and what it might look like in the future, as well as answer any questions that you might have.

At the end of your financial review our adviser will summarise your meeting, and discuss whether you need financial advice. If you do require advice, and choose to instruct us to review your circumstances in full, then we will make you aware of the next steps, and what information we require to move forward.

Simpson Wood Financial Services Limited is authorised and regulated by the Financial Conduct Authority under number: 224131.

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Location

Simpson Wood

Bank Chambers

Market Street

Huddersfield

HD1 2EW

United Kingdom

View Map

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