It’s January, the dust has settled from the festive period and its time to start doing some of the jobs we have put off doing in the lead up to Christmas and New Year’s Eve. You’ve probably had an annual statement come through from your pension provider, or a reminder that your insurance policy is due to expire and have popped them onto the pile in your kitchen not to be looked at until the next one comes through the door. But maybe, this year, you will set aside some time and finally read through the letters that have been sent to you. We believe the best time of the year to do this is at the start as it will set you up for the year and also take some weight off your mind early on.
We also appreciate that you might not fully understand all of the information you have been given and that financial planning can easily become very confusing, so why not come and talk to us? We have a team of highly qualified, experienced and friendly Financial Planners on hand who are able to assist you in understanding any information you might have regarding your existing arrangements, but will also be able to help guide and support you through all the various areas of financial planning, from Retirement & Protection planning to Wills & Estate Planning.
If you would like to make a start on getting your ducks in a row then please contact the office on 01778 342291 to arrange a FREE initial consultation with one of your financial planners.