21/04/2020
In these unprecedented times we are living through, our utmost thoughts are for the safety of everyone and their respective families . Please take good care and stay home.
Whilst our physical offices remain closed ,we are very much open for normal business and the team are working hard on carrying out our client strategy review work and advising on new business opportunities on a daily basis.
We would like to reiterate that our client engagement agreements allow us to continue our review meetings and offer clients and potential new clients ,may they be family or friends, a financial appraisal meeting at no cost or obligation. In these difficult times , finances certainly need to be revisited more than ever and we recommend that you review your income needs, savings , pensions or protection needs as a priority so that a plan can be devised to ensure you maximise the current opportunities available to you.
New tax year allowances on top of very low market conditions combine to offer excellent conditions favouring Pension and ISA contributions at this time.
Please speak with us as we are here to help and advise and we welcome the opportunity of offering you and your loved ones a financial planning review.
Remote meetings via Zoom/Skype /Telephone and WhatsApp are all easily manageable and we welcome the opportunity for our team to assist.
Assuring you of our best intentions at all times and please stay home , safe and well .
Kindest Regards
Paul
Managing Director / IFA
