The weather is finally getting warmer and summer party season is approaching. A perfect time for a cold beer, a good meal and a catch up with friends.
As you’re chatting, perhaps somebody mentions that they want to retire soon but aren’t sure they have enough in their pension pot. Or you could be speaking to somebody who’s looking to buy a new home and wants some mortgage advice. Or maybe somebody asks you how your investments are doing and says they’re considering dipping their toe into the investment market as well.
And you’re able to reply, “I know someone who could help you with that.”
Specialist advice across the full spectrum of financial planning issues
With decades of financial planning experience between us, our advisers are able to support you, your friends and your family with any financial issue you may be experiencing.
If you know somebody in the following situations, or simply know that they are searching for a reliable provider for some general financial advice, then we’d be delighted to speak with them.
- They are unhappy with their current investment performance or would like to start investing
- They have pensions in different places or are generally unsure about their retirement plans
- They want to ensure their finances are as tax efficient as possible
- They’re looking to organise their affairs to minimise their inheritance tax liability
- They are buying a property or looking to remortgage
- They want to protect their finances against unexpected events and expenses
- They want to pass on or gift their wealth to children or grandchildren.
We know that people prefer to work with businesses or individuals who have been recommended to them by a friend or family member. So, if you know somebody who needs some financial advice, please feel free to direct them our way and we’ll be happy to see how we can help.
If you have somebody in mind to refer to us, please visit this page to read more about our new referral incentive scheme. If you refer somebody to us and they decide to sign up as a client, you will both receive a £50 Amazon voucher!