Your Personal Financial Review

You may be setting out to plan a sound financial strategy for your family's future. This will be the start of a long-term trusted relationship to meet all your financial needs.

You may wish to consider using money from your retirement fund or property to:

  • Help you fund the holiday of a lifetime.
  • Pay for your children's weddings.
  • Purchase a dream home.
  • Buy a boat and sail away.
  • Or perhaps you want someone to take away all the stress of finding a mortgage.

Alternatively, you may need help with a crisis such as:

  • Divorce – reviewing your options and whether you can afford to carry on with your current plans.
  • Redundancy – making plans for cash to be available until you start your next job; prioritising your needs with a short-term financial plan can see you through a sometimes difficult period.
  • Sudden ill health – putting adequate cover in place to meet any such eventuality and, if necessary, obtaining the best prices on an annuity if you have to retire unexpectedly.
  • Death of a partner – ongoing help to protect your family.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the services we offer, please get in touch.