Manchester Personal Financial Adviser
Do you know how to get the most out of your finances? How to pay less tax, get the best returns from your savings and manage your planned expenditure?
If the answer is no, then that’s exactly why you need to speak to one of our Manchester Financial Advisers (Manchester IFA).
By having an expert work through your plans and finances, we can develop a tailored plan for you that will allow you to maximise all of your income.
Our first meeting with our Manchester Financial Advisers is FREE (paid for by Assured Wealth).
Our getting to know you process covers:
- We need to know where your income comes from.
- We analyse your monthly outgoings to ascertain where your income is being spent and why. By getting you to examine your expenses, we can advise on ways to reduce debt, reduce household utilities and insurances to allow you to take control of your finances & budgeting. We will set a monthly budget for you if you need one.
- We then explain in simple terms all the current plans you have (pensions, savings, investments, endowments, etc.) to try and make sense of them for you. For some of our clients, this is the first time they have ever understood why they had the particular plan, or indeed what it does. Taking away all of the jargon and revealing how things work is our planner’s goal for you.
The process ensures you are managing your outgoings and expenditures each month, paying less tax, using your tax allowances (Pensions, ISA’s and bonds). All of this work and analysis helps you have a real understanding of what your future years may look like financially.
So find out if you can:
- Retire at 60
- Pay off the mortgage at 62
- Repay your debts in three years’ time
- Have those family holidays you always wanted
Get your finances on track with our Manchester financial planning experts. Call our Manchester Financial Advisers and Manchester retirement planning team on 0161 464 9122, or complete the form and one of our friendly financial planners will call you to book a convenient time and location to meet with you.