As a busy professional, finding the time to manage your personal finances can be challenging. Have you had time to consider any of the following questions?

• Are your personal affairs set up in the most tax efficient way?
• When do you wish to retire?
• Should you take fixed protection?
• How will current pension legislation affect you?
• Are your previous pension arrangements working hard for you?
• How much income do you need when you retire?
• Have you protected your pension and death benefits for your loved ones?

Whatever financial challenges you face I can help you achieve clarity on your business and personal financial ambitions and help to achieve the lifestyle you require now and during retirement.

A no obligation financial health check

My four step financial health check will help you create financial strength for you and your family.

Step 1 - Review your current pension plans

Step 2 - Review the impact of recent tax changes

Step 3 - Create a robust financial plan

Step 4 - Maintain an ongoing, regular relationship with you

Please contact me to arrange a no obligation meeting.