So, what are you worried about?
- Wealth Management?
- Knowing how and where best to invest your wealth can be daunting. What type of investor are you? Ethical? Cautious? Adventurous? Together, we can identify your attitude to risk and your investment priorities and help you to understand the facts around those all-important decisions. In the meantime, why not read our Guide to Investing to find out more.
- School Fee Planning?
- For many parents the cost of providing for their children's school and university education is not only their biggest expense it is also the fastest growing. Investing time early to understand what the costs are likely to be is the key first step in making sure the funds are available when you need them.
- Retirement Planning?
- Planning for retirement is by no means an easy task. We have an excellent and detailed guide to retirement planning. If you have any questions on the guide or would prefer us to take you through it in person, please don't hesitate to contact us.
- Tax and Estate Planning?
- The biggest concern for many of our retired clients is making sure that they don't run out of money. In addition to planning for the retirement you want and the care you may need, it is also important that we focus early on making sure that any legacy you leave is passed on in the most efficient manner possible.
Call Ashlea now on 01242 254 149 for further information.