As you plan for the year ahead, is a financial review on your list of New Years Resolutions? This could be a good time to look at your finances.
Savings, Investments, Pension Plans, Protection Policies and Retirement Planning can often benefit from an annual review.
REVISIT YOUR FINANCIAL GOALS
If you want 2021 to be a successful year for your finances, it helps to start with a clear idea of what your goals are. Think through what your key saving, spending and investment plans are for the next 12 months and decide what you want your money to do for you.
CHECK YOUR INVESTMENTS
If you’ve held a portfolio of investments for a while, it might be time to review its performance. A good adviser will be able to assess stocks and shares you hold, and ensure the balance of your portfolio remains in line with your risk profile and asset allocation strategy.
Get your review booked with an Independent Financial Adviser at Applewood Independent.
You have nothing to lose and possibly quite a lot to gain.
- Clear, unbiased expert advice
- Tailored personal service
- Regular reviews
- Long-established track record
- Authorised and regulated by the Financial Conduct Authority
- No obligation initial consultation
Call us today on 01270 626 555 or email us at firstname.lastname@example.org