The New Year is a great time to take control of your finances and to set some good financial goals. Reviewing your existing plans is a great way to start and you can do this with our help.
Do you already have (or think you have?!) any of the following policies?
• ISA’s – stocks and shares or cash
• Investment bonds
• Pensions – individual or company
• Life assurance and other protection policies
We can help you to review these policies to ensure they are still suitable for you, particularly if they were set up a while ago, possibly through your bank or a previous financial adviser.
So, ask yourself..
• Do you know what these policies are doing for you?
• Are your investments been monitored regularly?
• If you are paying a monthly premium – do you know what you are paying for?
If the answer to any of these questions is ‘no’, it’s the perfect time to review your plans by making an initial meeting with one of our advisers. We’re happy to meet with you in the evening if that is more suitable for you. This usually suits people with a young family or those who work office hours just like us.
Just remember;
- there is NO charge for this meeting
- we can meet at our office, your home or work place
- we can meet during the day, in the evening or weekends
- it takes around 60-90 minutes of your time (that is all!)
- there is no obligation to take up any of our services or advice after the initial meeting.
Please contact us on 0161 718 8328 to arrange a review meeting. Just remember it is really important to consider the ‘value of financial advice’, not just in monetary terms but also for its role in bringing peace of mind, reducing stress and saving time.
Wishing you all the best for the New Year ahead from everyone at Platinum