We offer a range of financial planning services that can be tailored to suit your needs.
We’re more than just impartial financial advisers. We’re comprehensive financial planners. We use the latest forecasting technology to generate a bespoke financial plan that works for you and your future. As such, your financial plan will give you:
- Financial Peace of Mind – no more money worries
- Financial Independence – enough money so that you don’t have to work
- Financial Security – a backup plan for ‘what happens if’
Life is uncertain, but having sufficient coverage can ease some of these worries. At Financial Planning Matters we will assess your risk and advise on the right protection plan for you and your family. From income protection in the event of serious illness to mortgage protection, we can put a plan in place that will give you peace of mind.
- Life Assurance
- Serious Illness Protection
- Income Protection
- Mortgage Protection
Knowing how and where to invest your money can be a minefield. You want to feel secure in the knowledge that your investment is safe whilst also working hard for you.
At Financial Planning Matters we will tailor a bespoke investment plan for you based on your life stage and your level of risk adversity. We can advise you on the best investment channel for you to reach your financial goals.
Whether it’s a plan to save for a house deposit, a better place for your children’s allowance or to simply outperform the deposit rates on offer, we have an option for everyone.
Your pension should be a priority no matter what your stage in life. People are living longer and want to continue to enjoy the same standard of living right through their retirement. So it is important to start planning today. What are your income goals for retirement? What can you afford to start investing on a monthly basis? These are some of the questions we will go through to determine the right pension for you.
- Consolidating your various pensions from different companies
- Starting a pension
- Providing a pension for your employees
- Retirement and retirement planning
- Spouse Pensions
- Early retirement and accessing your pension
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