From making your first steps onto the property ladder, to starting a business or investing money for your children’s future, you’ll be faced with a lot of daunting financial decisions throughout your life, but you don’t have to make them alone.

Unlike a free guidance session, which provides you with general information on products from the whole of the market, a consultation with your financial advisor will result in professional, impartial advice tailored to your circumstances: to provide you with the best possible chance of achieving your financial goals.

Some of the most common areas in which a financial advisor can offer support are:

Understanding your retirement options

Understanding your retirement options

  • Annuities
  • Drawdown
  • Flexible or phased retirement
Pensions Advice

Pensions Advice

  • Starting a pension
  • Pension reviews
  • Transferring your pension
Choosing the right investments

Choosing the right investments

  • Investing for income
  • Advice on investing a lump sum
  • Offshore investments
Inheritance Tax Planning & Trusts

Inheritance Tax Planning & Trusts

  • Protecting your estate
  • Setting up a trust fund
  • Wills and trusts

There are many more ways an expert advisor could help you with your finances. If you’re not sure what kind of financial advice is right for you, get in touch and see if a local financial advisor can help.