City of Cardiff Swimming Club Members.
I have agreed to share 25% of any fees or commissions earned as a direct result of any Club Member using my services for Mortgages, Protection, Inheritance Tax Planning or Pensions Advice, inc Final Salary (DB) Transfers. The initial consultation is Free and without obligation.
Please contact me either via the contact page of call me on 07764938261. Together we could help City of Cardiff Swimming Club in these testing financial times as well as sorting out your Financial Goals.
Making Money Easier…
Like life, money should be enjoyed. Presuming that everyone around you has life sorted and is on top of things is an unrealistic comparison. Savings, investments, insurance … the fact is, everyone’s dream and lifestyle is different.
Money doesn’t have to be complicated or confusing , we are here to hold your hand through the advice process. Start with a plan, and the rest follows. It’s like holding a map in your hand. It enables you to focus on what you can do with the money you have.
Company Philosophy… To PROTECT your FUTURE.
Sir Winston Churchill once said:
“If I had my way, I would write the word ‘insure’ upon the door of every cottage and upon the blotting book of every public man, because I am convinced for sacrifices which are Inconceivably small, families and estates can protect against Catastrophes, which would otherwise smash them forever.
It is our duty to arrest the ghastly waste, not merely of human happiness, but national strength, which follows when, through the death of the breadwinner, the frail boat in which the family are embarked, flounders, and women and children and estates are left to struggle in the dark waters of a friendless world.”
Sharing your life journey
Information featured on our website can educate you on different financial products and options available.
To get the right answers to your personal circumstances though, it’s usually best to call in professional advice.
Talking to a financial adviser can help you decide on:
– which financial steps to take;
– the best products for your needs;
– what needs doing first.
Take control of your financial future, contact us