'Stepping Back ...To move Forward'... Our 'Financial Planning' procedures are designed to help you achieve and maintain your desired Lifestyle ...By * Organising your Finances effectively. * Avoid running out of money. * Improve Investment returns. * Manage Financial risk. * Reduce Tax liabilities. Our Financial Advice Procedures are designed to accommodate all likely ‘Personal’ & ‘Corporate’ demands... arising from simple 'one off' situations to more Specialist technical complex representations.
More YOU Less Me..IF YOU CARE SO DO I...
It’s all about you… not me ... I will listen ... ask what is important ... to You ...Your Family... Business ... Work ...Ambitions, Fears, Concerns ... My professional capabilities, knowledge & experience will provide for you a credible, workable and realistic implementation plan.
If I am unable to significantly improve your overall Financial affairs and planning ambitions ... I will tell you.
Please be aware that 'Transferring out of a Final Salary Scheme' is unlikely to be in the best interests of most people.
We are able to offer you a low cost 'Abridged Advice' Service, Which will determine whether or not you fall into this category
Also please be aware the value of Pensions and Investments (and the income they produce) can fall as well as rise. You may get back less than you invested.
Office:Kirkstall Cottage, East Lane, Edwinstowe, Nottinghamshire, NG21 9QN
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