The Financial Advice Company

Ogólne informacje

Money is simply the tool to help you live the life you want; nothing more, nothing less. The key to financial happiness is a great plan. If you are looking for someone to sell you a product we are not the firm for you. If you want someone to understand your life goals and then build a financial plan to achieve them, whilst delivering long-term security, please get in touch. Our clients typically fall into two groups: 1. Planning for retirement: How can you plan for the future, whilst living for today? How can you achieve your current life goals and those of later life? 2. At retirement: You’ve reached an age where you where you want to stop working, or at least slow down. How can you turn your pension pot into a sustainable income, to last you for the rest of your life, whilst leaving something behind for your loved ones? The answer to all these questions, and more, is simple: A great plan. Typically, our clients live within a 20-mile radius of our office, perhaps in Leeds, Harrogate, York, Wetherby, Boston Spa or the surrounding towns. If we’ve described you, then please get in touch.