For every milestone good or bad, there’s a financial decision to be made. 

Life is full of twists and turns. Sometimes the milestones on someone’s journey are planned – buying a first home, selling a business, your retirement date – but others come along that are unexpected, such as losing your job or suffering a serious illness. Whatever the event, there’ll be a financial decision or action that’s needed. 

“As financial advisers, we are on hand to help and provide the reassurance or advice at the right time,” says Jenny Manders. “It’s about being there when people need us, it’s about listening and then acting in the client’s best interests.” 

As you look ahead to the coming months, give some thought to those key dates like a wedding anniversary or a due date – they could be the catalyst to review your financial plans and ensure they are robust enough for what lies ahead. Whatever your situation and your plans, let’s talk! 

To contact the team, please call on 01460 259066 or email.