Most Common Questions Asked of Financial Advisers

Regardless of where we are at in life, there will always be times when we need to seek financial advice. With a team of experts, we have put together some answers to the three most common queries our independent financial advisers are often asked. 

When can I retire?

The most common concern among clients is when they will be able to retire with enough money to continue living comfortably. This can get confusing as not only is each individual’s situation different, but the rules regarding retirement and tax allowances frequently change. By assessing your current income, spends and savings, we can help draw up a bespoke pension plan and possible investment options to help you achieve your retirement goals. 



How can I pay less tax?

Tax is one of the few guarantees in life, but when working hard for our money, it’s understandable that no one wants to pay any more than they should. While looking at how to maximise your tax allowances, we will assess your current assets and savings to see if there are any trusts, schemes or pension plans that may benefit you. Our experts can also advise on strategies for making the most of your legacy when it comes to inheritance tax.

Am I doing it right?

Whether your financial concerns are something everyone faces, such as pensions and taxes, or are more personal, like inheritance tax and portfolios, there is no right answer. In the end, we each have our own financial goals in mind, and every person’s expenditure and income will be different. In order to make the most of your finances, every client ultimately needs bespoke advice. 

Take the first step towards maximising your financial choices and securing a better future. Arrange your free initial consultation with one of our independent financial advisers today.

Contact us on 01691 670524 or email [email protected]. We cover areas throughout the West Midlands, Cheshire and North Wales.⠀


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