Comprehensive Financial Planning Guide
Welcome to our first Smart Money edition of 2022. In this edition we will explore:
- Sustainable Investing - Pension investments to harness a more sustainable planet.
- Financial New Year's Resolution - setting realistic goals for the year to come
- Is it time to bring your pensions together? - the advantages of pension consolidation
- Inflation - how to ensure the value of your cash does not get harmed by the effects of inflation
Please click here to view the digital guide
Buying your home is often seen as the biggest financial commitment you will ever make so getting the right mortgage is important, with so many different types of mortgage to choose from, how can you be sure of which is right for you?
One of the biggest goals in life is a happy, comfortable retirement. At whatever age you plan to retire, you will want to ensure you have enough money to go with your new-found way of life...
The objective of the advice service that we provide is to put in place product solutions to enable you to meet your financial goals and then regularly review the performance of those solutions to help you to remain on track. In order to achieve this, we follow the process set out below.
“Joe is extremely knowledgeable in his profession and never promotes a particular product unless he truly believes it is the right product for the purpose. He is calm, structured and efficient. His office back up are also efficient,approachable and friendly.”S Smart
"Joe's experience exposed me to investment considerations that I had not previously envisioned that were by far the better options for my needs"J Vincent
“Joe listens carefully and takes time to understand our wishes and needs. He's always got time to consider our position, explore new ideas and give us his advice""G Eccleston
“We were both very happy with the outcome of Joe's support, he shared all the relevant documents that were required and took a lot of the leg work out of the process by doing this on our behalf. We wouldn't have been able to access the particular mortgage that we took out without going through Joe, so we are very grateful for his efforts”L Happe