FINANCIAL ADVICE CLINIC

We offer our clients is one-day Financial Advice Clinic for their employees. Typically employees will book 30 minute slots. We operate an open agenda, this way we can share our knowledge with your people as appropriate to them.

Examples of areas in which we can assist are:
Financial planning
Pensions & retirement planning
Mortgages
Inheritance planning
Lump sum investment
Savings and regular contribution investing
Efficient personal tax planning
Wealth creation and management

We have received hugely positive feedback from these sessions, both from the individuals who take part and their employers.

If you feel this is something you'd like to offer your employees let us know and we can arrange a day to visit your offices.