Now that Summer is well and truly, that is if it even ever started, could this be a good time for a full financial review.
Are you getting the best out of your savings or are you still suffering with low interest rates?
Have you checked that your protection policies are up to date and you have sufficient level of cover?
Are you planning for retirement? Should you be increasing your contributions to a pension?
Or are you approaching retirement age, are you aware of all your options?
If you require assistance, do not hesitate to contact us, for your first meeting with at our own expense.