As a busy Entrepreneur or Senior Management Member, 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?
- 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 you achieve the lifestyle you require now and during retirement.
A complimentary financial health check
Our four step financial health check will help you create financial strength for you and your family.
Step 1 - Review your current pension, investment and protection arrangements
Step 2 - Review the impact of recent tax changes
Step 3 - Create a robust financial plan, in writing
Step 4 - Maintain an ongoing, regular relationship with you
I will be pleased to meet with you at a time and location convenient for you. Please contact me to arrange a meeting.