Most people come across the need for financial advice at some points in their lives. It could be a change of job, a new baby, a house move, or selling a business. Less happily, it might be an older member of the family becoming ill, wanting to make sure their hard-earned savings are prudently looked after. And those who inherit money also usually seek advice to make sure they get the best out of it.
All these sorts of people and more come to us for help. And many more don’t wait for life’s surprises to come knocking – they see us once or twice a year and we help them plan the life they want and prepare for the challenges in advance. Everyone is different and everyone’s circumstances change regularly so it really makes sense to be on top of these things with good financial planning. It’s surprising how even little things thought of in advance can make a big difference in the long term.
Some financial advisors are limited to the sorts of options they can offer you, for various reasons. At Clifton Nash, we are completely independent, which means you get unbiased advice from the whole of the market.
When you choose a financial advisor it’s important that you pick someone you can get along with, someone who knows what they’re talking about and who isn’t trying to sell you something. We’re a little bit different from the norm at Clifton Nash – we’re really more interested in good financial planning than anything else. We study regularly to ensure we are abreast of current legislation and thinking and we take a genuine pride in being easy to get on with. Just take a look at the video and you’ll soon see that we’re certainly not salespeople!
Wherever you are in your need to talk about finances, we’re happy to listen. Give us a call, drop us an email, Tweet us or Facebook us and we’ll fix up a free telephone conversation to see what we can do for you. Oh, and we should mention, we will always be completely up front about our fees in advance so you know exactly where you are. Visit our contacts page to fix up a telephone conversation or meeting.
Financial planning can take many forms and may include the following:
Pensions/Investments/ ISAS/Bonds/ Wills & Estates/LPAs/ Taxation/Mortgages/Business exit planning/ Business protection / etc
For more information on how we act on behalf of our clients, our payment structures and terms please read our Retail Client Agreement (here).