Arrange a meeting with one of our Independent Financial Advisers to discuss:
-
Your budget and current financial position – we'll look closely at your savings, investments, borrowing, protection, estate preservation and retirement planning
-
Your risk profile – and your attitude to different types of financial risk
-
Your commitments and financial goals – life, family, work, retirement
-
Your tax position – we'll maximise your tax reliefs and allowances, so you pay less tax
-
Your wealth management strategy – allocating your assets, rebalancing and monitoring them
