If personal finance and pensions appear just too daunting, come and have a chat with me, PensionMan. I will strip out the jargon and explain how everything fits together: from your pension to tax-efficient investing and inheritance planning.
It’s all so much easier to understand if you’re not being bamboozled with acronyms or feeling bounced into buying financial products with little indication how much you’ll actually be paying for them.
Because I am an educator, not a fee-driven adviser, I will show you how things work so you can do as much as possible for yourself. It’s all out there, people just need a friend to show them around.
For a fixed price you get an hour and a half of solid guidance, a sympathetic ear, my highly prized financial workbook and a free follow up call just to make sure you get the most from my help.
Bring your partner or a friend along too for no extra cost. You get to ask all you like and there’s really no such thing as a silly question.
Above all we want you to feel that you have someone on your side, a friend in finance.
We can meet in person, but Skype, conference calls or even the good old fashioned telephone can work.