If you have pensions, savings or investment plans already in place we would encourage you to consider how you plan to keep track of them to ensure they are being monitored going forward.
In 2019 we invite you to take advantage of having a review meeting with one of our advisers at your home, work or at our office in Sale. There is no charge for the initial meeting and the main benefits of a financial review are:
- you take control and get a clear picture of where you stand with your finances
- we check your current plans are still suitable for you and are meeting your needs
- you get the opportunity to consider your plans and goals for the future
- we set up a proposed plan of action on how best to help you achieve your goals and review this regularly
- we regularly review your plans with you to ensure they remain on track to achieve your goals.
Over the last 17 years we have been offering independent financial advice to individuals, families and businesses in Sale and the surrounding areas.
We provide advice across a wide range of services including retirement planning, pensions and pension transfers, savings and investments, mortgages and protection.
We know you like us to keep things simple so we don’t bombard you with unnecessary jargon and terminology, just provide you with the information you need and leaving us to stay on top of the changes that matter and which affect your finances.
Please contact us on 0161 718 8328 to arrange a review meeting. Just remember it is really important to consider the ‘value of financial advice’, not just in monetary terms but also for its role in bringing peace of mind, reducing stress and saving time.
Wishing you very best wishes for the New Year.