Office Locations

Financial Peace of Mind

By Amanda Johnson - Topics: France, Tax, Uncategorised, wealth management
This article is published on: 13th December 2013

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

TSG Insurance Services S.A.R.L. Siège Social: 34 Bd des Italiens, 75009 Paris « Société de Courtage d’assurances » R.C.S. Paris B 447 609 108 (2003B04384) Numéro d’immatriculation ORIAS 07 025 332 – www.orias.fr « Conseiller en investissements financiers, référencé sous le numéro E002440 par ANACOFI-CIF, association agréée par l’Autorité des Marchés Financiers»

Article by Amanda Johnson

Amanda JohnsonIf you are based in the Pays de la Loire & Centre area you can contact Amanda at: amanda.johnson@spectrum-ifa.com for more information. If you are based in another area within Europe, please complete the form below and we will put a local adviser in touch with you.

Contact Amanda Johnson direct about: "Financial Peace of Mind"

The Spectrum IFA Group is committed to building long term client relationships. This form collects your name and contact details so we can contact you about this specific enquiry. For further information, please see our Privacy Policy.