Busy
lives and a shortage of free time often mean that we don’t give personal
financial planning the priority it deserves. Sound advice and good planning are
essential to help you make the most of your money. Our independent financial services
division’s sole responsibility is to advise you on your money so you can
feel confident that you are receiving impartial advice. We are happy to work for
a fee or on the traditional commission basis. The first consultation is free.
Our
financial advisers can offer independent advice on all areas of financial planning
including:
- Confidential financial assessment
- In depth discussion
of objectives
- Review of existing policies
- Pension planning
-
Tax efficient savings and investments
- Income protection
- Wealth
protection
- Employee benefits
- Mortgages
If you like the sound of what
we offer and would like to find out more or book an initial free consultation,
please contact Tom Shenton or Sharon Lound on 01709 828400.
If you are specifically interested in mortgages please contact Gary Hayward on 01302 349218.
Click here to find out more about the financial services team.
Authorised and regulated by the Financial Services Authority for investment business. FSA number: 100129
|