Financial planning

We all have ambitions in life but we don’t always consider the role our finances play in achieving them.

We help pharmacists realise their goals and find the right financial solutions to live the life they want. Mostly, we want to help you make informed choices about your money so you can look forward to an exciting future.

 

The first step is with a financial review with an independent financial adviser. These are free of charge and happen at a time and place to suit you.

During your review, we will;

  • Explore your objectives, goals and what matters to you
  • Review your current situation, including any existing
    arrangements
  • Explain your options, including financial protection and
    retirement planning

After the review, we’ll be in a position to start putting your plan
together. Once your plan is in place, we’ll review performance and
arrangements as required. The level of maintenance required will
depend on the complexity of your plan.

To speak to our specialist team about this call 01823 250750.