11 Lee Lane, Royston, Barnsley, S71 4RT
I am a fully qualified financial adviser with over 15 years experience servicing the Yorkshire region.
Financial planning can be a daunting subject, whether it be investments or pensions, I can simplify and explain all your options, whether it be retirement planning or investing for the future.
I will review all of your current pension plans/investments and present in layman's terms what you have, which will ensure you are utilising tax efficient investments and also enable you to better plan your retirement.
If you have been offered a transfer value regarding your defined benefit/final salary scheme and are unsure what to do, I can explain the options and help you decide whether its right for you.
The initial meeting is always without cost and without time limit. I normally visit you at your home or place of work at a time to suit and you are under no obligation, so please feel free to arrange a meeting.
All charges are agreed before any work is undertaken, so you know exactly what you are paying.
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.