Professional Partnerships

I understand that as a partner and busy professional, finding the time to manage your personal finances can be challenging.

Have you had time to consider any of the following questions?

  • Are your personal affairs set up in the most tax efficient way?
  • When do you wish to retire?
  • Should you take fixed protection?
  • How will current pension legislation affect you?
  • Are your previous pension arrangements working hard for you?
  • How much income do you need when you retire?
  • Have you protected your pension and death benefits for your loved ones?

If you haven’t considered any of the above, or even if you have and you’d like some help navigating your way through the ever-changing financial landscape, I can help.