Is it time for a financial review?
Personal Financial Planning
Ask yourself these questions…
- Protection Planning- How would you and your dependants manage financially if something happened to you? When was the last time you reviewed the levels of cover you have in place?
- Mortgages – Are you paying too much? Could you reduce your payments or reduce the term saving £££ in interest?
- Inheritance Tax Mitigation – we pay enough tax whilst we are working, do you want your estate to pay more?
- Equity Release and Funding Long term Care– do you know the pitfalls?
If you don’t know the answers to the questions – it’s time for a review.
Call us on 01752 666165 today.