West Kirby Financial Advice

Our “Getting to know you” process covers:

• Understanding your income
• Analysing your monthly outgoings
• Looking into your financial plans

By examining your income and expenses, we can advise you on ways to reduce debt and take back control of your finances. We can help you to set a monthly budget if you need one.

We can explain what all of the financial plans and products you currently have are for:

• Pensions
• Endowments
• Savings
• Investments

This might be the first time you understand why you have a particular financial plan, and what it is for. We cut through jargon and reveal how things really work. We want to make your finances make much more sense and get your money working for you.

This review process ensures that you manage all your income and outgoings better each month. We make sure you are paying the appropriate amount of tax and that you are using up all your tax allowances. It makes sure you are investing the right amounts in ISAs, bonds and pensions to fund your retirement. This analysis helps you to achieve a better understanding of what your financial future has in store.