There are times when it can prove difficult to establish your true financial needs. You will find it very useful to undergo a thorough review of your current arrangements, to establish whether they still match your requirements, and whether your existing arrangements are on track to help you achieve your short, medium and longer term financial goals.
We will take the time to assess your attitude to investment risk and from there we can design a bespoke investment portfolio to match your personal investment profile. This will help you to achieve your financial goals and make the most of any tax planning opportunities.
You may also find it useful to review any current borrowings, including mortgages, to establish whether you could reduce your debt more efficiently.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For mortgage advice we can be paid by commission or fee. The fee is normally 0.5% of the loan amount
We recommend an initial consultation, of up to an hour in length, to consider your personal circumstances. This consultation is made without any obligation to you. We would be happy to meet you in person or, if you prefer, have the initial consultation on the telephone.
Robert E Howes DipFA
T: 01582 833778
Deborah Robinson ACII, DipPFS
T: 01920 870722