Portfolio project

Website content for new IFA

It’s time to start talking about your money

We all know that we need to think ahead for our retirement, invest our money wisely, and look after our families. But there are times when it all feels too much like hard work and a conversation best left for another day.

I have been an Independent Financial Advisor for many years. I understand only too well that for some people personal finances can seem complicated, confusing, full of jargon and undeniably daunting. But with the right guiding hand and someone to spend time helping you work through all the available options, you can achieve your financial goals with a clear understanding of what is happening with your money.

Finance: De-mystified

I enjoy helping people get to grips with their finances. My advice is clear and unambiguous. I won’t use technical language that you can’t follow. I will explain everything precisely, taking you through every available option. I will spend as long as you need to understand the details. You will never be left wondering what you have signed up to. We will work together through every step of the process.

My advice is for life. Once we have a plan in place, I will make sure it carries on working for you now and in the future. I will arrange to review your portfolio with you on an annual basis, update you on any changes in legislation and you can update me on any changes in your circumstances or financial goals. If necessary, we can revisit any aspect of your financial plan to make any changes needed.

Time is money

I offer a broad range of financial services; retirement planning, advice on mitigating Inheritance Tax,  investing your money, protection for your family or business. Whatever your needs, you can feel confident that together we will find the best solution to protect you and your family’s financial future.

Please contact me if you would like a chat and to arrange a mutually convenient time to meet. An initial meeting is free of charge and without obligation.

The Financial Conduct Authority does not regulate some aspects of auto-enrolment, tax advice, wills or trusts.

PRO

Helen Say

CBL Services Ltd

Contact

18 Swan Mead
Hemel Hempstead
Herts
HP3 9DG

07956 282002

Send an email

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