Financial Advisers (Independent) in Wakefield
Unit 1a Clarke Hall Farm
Monday to Thursday: 9am - 5:30pm
Friday: 9am - 5pm
Saturday to Sunday: Closed
Both Tony and Kathryn offer a no obligation informal free of charge initial meeting please contact us to arrange a convenient time at a location to suit you.
For mortgage advice we usually charge a fee of £299 plus we retain the commission payable by any lender recommended or you can choose to pay a fee which is usually 0.8% of the loan and we will refund any commission received to you. This can be discussed at any meeting and agreed before we proceed.
Tony is a Diploma Qualified adviser Kathryn has recently completed her progression and is now a Chartered Financial Planner and holds Fellowhip of the Industry. They are both Professional Members of the Personal Finance Society and The Chartered Insurance Institute between them they offer a great deal of experience across the financial services arena for both the personal and corporate markets with a full Independent Whole of Market Service. Clients are able to pay for our services via Fees commissions or a combination to suit. Kathryn has also recently been asked to appear on BBC Breakfast News with Steph McGovern.
It is never too early to start thinking about packing up and taking off to live the dream.
All it takes is a plan. Putting it off until tomorrow, will simply delay the inevitable. Remember, it is better to do something than nothing at all.
It's your journey
The big question, is how much do you need to live a comfortable retirement? Everyone's dream is different. What you value will be different to everyone around you. But money and how you save it is the overriding factor to a more financially secure future.
Taking the first step is easier with support. As experienced retirement planning advisers, our guidance is designed to find your right way forward. We can:
· help you work back from your retirement aspirations, calculating how much you realistically need save;
· select products that are flexible enough to adapt to your changing circumstances between now and retirement;
· find the perfect blend for your needs today, and your plans tomorrow.
The trend of people needing to save for their own future is unlikely to slow. If you think now's the right time to start planning for tomorrow, today, contact us now.
Just like you need petrol to run a car, money provides you with the means to live your life. Big purchases, holidays, a wedding, emergency reserves to dip into if out of work ... tucking some spare cash aside regularly makes good money sense.
Picture this, you've just landed a cash bonus or been left a sum of money in a will, what saving vehicle will you choose? There's quite a selection, each offering different terms and incentives.
Shopping around to save
The first question you should ask yourself is; how quickly do you need access to the money? Would you be prepared to forgo instant access for a higher rate of interest?
Talking to an independent financial adviser will help you:
decide which saving facilities and features are relevant to you;
pinpoint what you are saving for and how much you'll need to set aside to reach that goal;
compare the cost of any debts you have accumulated against the interest you are likely earn in savings
source the most tax efficient savings account.
To discover new ways in which you can make your money work more effectively, contact us today.
Only you know the life you want to lead. People value different things and these may change throughout your life. So, your investment choices are as individual as you are. We understand that wherever you are in life, your financial position and how you feel about risk is crucial to making a sound investment decision.
Time to invest in some expert advice
Even the most financially astute people need some professional guidance. By getting to really know you, we can help you:
take advantage of tax-efficient investments such as ISAs;
select a diverse range of products that meet your risk comfort zone;
match products that respect your ethical and environmental beliefs;
understand your options and support you on your investment journey.
To discover an investment solution that fits perfectly with your needs, aspirations, and lifestyle, contact us today.
You are likely to save money if you've got:
· a combined buildings and contents policy;
· security devices, like alarms and window locks;
· a good claims history.
Making the choice easier
Why not reclaim some time for yourself and let us do all the hard work for you. We'll take your existing home cover and do a comparison, making sure nothing of value has been overlooked. And if we can reduce your premiums a little and increase your financial protection to make you feel even safer, then all the better.
More choices made simple
Needless to say, we can't stop mortgages eating up a big chunk of your income. But we can make the process of borrowing money seem far less complicated. Browse our website for information or call us to arrange a review of your mortgage needs if you are:
Moving home or starting out on the property market;
Staying put, but looking around for a better deal;
Considering refinancing to extend or make improvements;
Thinking about venturing into the buy-to-let market.
There are currently no reviews for this company
All fields are required. Your review will appear immediately.