We believe that successful financial planning is measured by our clients’ ability to achieve their life goals, through our expertise, guidance, and realistic forecasting. Investment performance is important, of course. However, looking at your money as the vehicle for a beautiful life, rather than focusing on figures alone, is what makes our approach to financial planning so effective.
We start by getting to know your aspirations, anxieties, and everything in between – then work out a plan to help you achieve your goals, and reduce any stress you feel. You focus on your path, and let us concentrate on your financial plan
While we’re happy to help clients in any situation, we believe that by specialising in a few key areas, we’re better able to serve our clients’ needs. With this in mind, we specialise in helping clients with the following needs:
Retirement Planning
Enter your retirement with confidence, with our help. We’ll get your finances in shape to meet all your retirement goals.
Investment Planning
Assessing your plans. Making your first investment. And everything in between. You’ll get the right guidance from us.
Inheritance Tax Planning
Everyone wants to leave the strongest possible legacy for their loved ones. Our Financial Planners will help you do exactly that.
Tax Planning
Tax is complicated, but that doesn’t mean it needs to be confusing. Our Financial Planners will simplify the complex, so you’re clear about which steps to take.
Personal Protection
Preparing for the unexpected is one of the best things you can do for your family. Your financial plan with us will include an assessment of the protection products that meet your needs.
Business Owners
Entrepreneurs face a unique set of challenges, financial and otherwise. With us, you’ll have Financial Planners who truly understand.
We offer an initial phone call and face to face meeting at our expense, and there’s absolutely no pressure to take things further. Call us on 01904 661140 or email enquiries@pen–life.co.uk