According to research, one in eight people have changed their retirement plans as a result of the pandemic. Not only has lockdown given us all time to review our financial arrangements, the changing financial situation has affected investment performance.
So if you’re unsure as to whether your pension’s on track, whether now’s a good time to invest or whether you’re getting the most from your current arrangements, our team of qualified advisors can help get you the answers.
During our free virtual 90-minute consultation, we’ll review your current arrangements, look at investment opportunities and talk about how the current climate is affecting your financial affairs.
You’ll be able to ask as many financial questions as you want, covering savings, retirement, mortgages, insurance and more, and we’ll give you clearly-explained impartial advice aiming to improve your financial situation – and give you more confidence and clarity about your plans. And with all our consultations running taking place virtually now, you can do all this from the comfort of your own home!
There’s no cost, no-obligation, and no small print – just the chance to discuss your finances with an experienced professional. So why not book your free consultation now?
We’re based in Buxton, so we predominantly cover Derbyshire, Staffordshire, Cheshire and South Yorkshire, but have clients throughout the UK. We’re proud to still offer face-to-face independent financial advice, combined with the latest technology and systems so you can be sure of an excellent ongoing service and outstanding results.
Your satisfaction is our primary objective, so whether you’d like to review your pension, investments, savings or insurances, you can be sure to gain clearly explained, impartial advice geared towards improving your financial affairs, whatever your needs.
The price of shares and investments and the income derived from them can go down as well as up, and investors may not get back the amount they invested. The spread between the bid and offer prices of securities can be significant in volatile market conditions, especially for smaller companies. Realisation of small investments may be relatively costly. Past performance is not necessarily a guide to future performance.
With our free 90-minute finance check-ups, you have nothing to lose, but everything to gain.
Please fill out the form below and we will contact you back as soon as possible.