FREE Financial Health Check!
Are you in the best position you can be?
What we can help you with
- Tax Planning
- Tax returns
- Asset Management
- Insurance and Assurances
- Financial Planning
- School Fee Planning
- Mortgages & Banking
- Trust and Estate Planning
- Retirement Planning
With Christmas and the New Year fast approaching, and tax returns due in January, financially it can be an extremely busy and costly time.
With this in mind, Financial Lifestyle Management are offering a no cost or obligation health check for your finances for the first 3 weeks of December. These sessions are a chance to ask any general questions and find out how an adviser can improve your situation. Our approach is holistic covering all areas of wealth management, tax and financial planning. Our main goal is to save you money, put a smile on your face and remove the financial stress factor from your life.
Our range of services are*:
Insurance and Assurances
School Fee Planning
Mortgages & Banking
Trust and Estate Planning
The meeting lasts around 45 minutes and is purely exploratory but allows us to hear about your circumstances and financial objectives. We will then put together a detailed report of recommendations if there are areas we can add value to your circumstances in, which, if you are interested, we will go through at a second meeting. There is no cost or commitment at all to either of the meetings or the report, the process will give you a good understanding of your financial position and potential.
If you or someone you know would benefit from these services, please get in touch and we can get schedule a meeting at your convenience.
One to one sessions are running every Tuesday, Wednesday and Thursday
9:00am – 5:00pm until 20th December.
Frequently asked questions where we can help
Can you help me pay less tax?
I'm a high net worth individual and I suspect my investments aren't working as hard for me as they could be
I would like to send my children to private school, but I need some help saving. Are you able to help?
I have just received a pay rise and I am now in the additional rate tax band; can you help me become tax efficient?
Can you help me save for a mortgage?
I don’t know where to start in terms of paying for care for my parents, can you help?
I'm getting closer to retirement and I want to ensure my pension and equity support my desired lifestyle
I have some cash in the bank that I would like to invest to get a better return.
What are the pros and cons of investing into a VCT or an EIS?
I am starting a family and would like to look at life insurance, do you offer this?
If you're interested in attending one of these sessions please fill out the form below
*FLM introduces to Allard Associates, Appointed Representatives of St. James's Place Wealth Management Group Plc