Financial Peace of Mind
Are you thinking about what to give your family & loved ones for Christmas? How about financial peace of mind!
As we approach the season of goodwill, many of us think about how we can help our families more. Whilst you are our choosing presents or perhaps arranging to spend the festive period with your nearest & dearest there is something you can do which may give them peace of mind well into the future. You can arrange for a financial review with me, which is free & provides the following benefits:
Peace of mind for you
Your financial review will look at your current financial situation and help you ensure that all investments are working for you in the most productive and tax efficient way, whilst taking into consideration your own risk profile
Peace of mind for your children
We will look at your potential inheritance tax obligation & ways to keep this to an absolute minimum
Peace of mind for all of your dependents
There are many options available for your investments or UK private pensions that can provide a more efficient & tailored way to pass money onto your dependents in the event of your death
If you want to know more about these areas you can either drop in to the Café des belles Fleurs in Fenioux where I hold a financial surgery on a Thursday morning, come and see me at Open Door in Civray last Tuesday morning in the Month, register for our newsletter or speak to me directly. Please call or email me on the contacts below & I will be glad to help you. We do not charge for reviews, reports or recommendations we provide.
Have a fabulous Christmas & New Year from all at The Spectrum-IFA Group