Financial Review
Whether you need help with a specific financial issue or maybe looking for a way to simplify complex financial affairs, we can take a look at your current circumstances and help you to see a clear picture of your finances.
Individual needs and circumstances change over time. Therefore, finding a specialist who can take the time to really understand what you are looking to achieve, and then provide you with the appropriate expert advice to help you move forward, can often make a real difference.
For example:
- What tax reliefs or benefits should I be using?
- Are my investments too ‘risky’ for me?
- Do I have enough to be able to retire early?
- Will my pension savings support a decent retirement lifestyle?
- Where can I review the funds in my ISA?
- How do I sort out my finances as part of a divorce?
- How can I reduce my Inheritance Tax liability?
At Cherry May, our independent advice is focused on helping you to work towards your objectives for the future. We believe that regular reviews can help to make sure that you stay on track to achieve your objectives.
Find out more… Call us on 01823 475222 or email us today.
MIND THE GAP – do you know when you’ll receive your State Pension?
I was speaking at a business event recently and I asked the group this simple question: Do you know when your State Pension age is?
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Cherry May is a trading style of Cherry May Financial Planning Ltd which is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.
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