Financial planning please...

[ManagerMellis]

Good Morning

Is there a person or company that someone could recommend, from personal experience, who could provide me with financial planning advice?

I am co-director of a long-established Ltd business with decent cash reserves and assets, a sizeable interest-only mortgage on my home, sub-standard pension arrangements and no will!

I'm hoping there might be a recommendation for someone who can offer a "one-stop-shop" consultation and ultimate solution? I know what I'm currently doing is wholly inefficient....

Thanks

 

[WaveJumper]

It maybe worth having a chat with your accountant they normally have pretty close ties with brokers and independent tax advisors re investments, pensions etc etc

 

[Lisa Thomas]

I can highly recommend Helen West. Contact here:

Home - West Financial Management

Our aim is to help individuals and businesses to achieve their financial goals. Tell us about your financial objectives and when you want to achieve them.

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