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 2017 we invite you to take advantage of a review meeting (at our cost) which can be arranged with one of our advisers at your home or at our office in Sale. The main benefits of a financial review are:
- you get a clear picture of where you stand with your finances
- we check your current plans are still meeting your objectives
- you get the opportunity to identify your goals for the future
- we set up a plan to help you achieve your goals
- we work together with you through life’s journey
We have been offering independent financial advice to individuals and businesses for over 15 years and our clients know that we always act in thier best interest, whatever their circumstances. We are approachable and friendly and we keep it simple for you – we take the pressure off and don’t bombard you with unnecessary jargon and terminology.
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.
Please note our office closes on Thursday December 22nd and re-opens on Tuesday 3rd January 2017.
Wishing you a restful Christmas and all the very best wishes for the New Year.