Independent, In-house Financial Planning for Gallagher Employees
Ashmax Associates are delighted to be working with the Gallagher Group offering Independent Financial Planning services to all employees on an in-house basis.
You now have access to independent and trusted financial advice whenever you need it in the following areas:
Mortgages Insurance & Protection (Life Cover, Critical Illness, Income Protection) Wills & Trusts Savings & Investments 55Plans - (specifically for employees in their 20's, 30's and 40's - see below) Pension Reviews (specifically for employees in their 50's+) Tax Planning
Ask yourself the following questions:
1. Do you have a target amount of money you'd like as a lump sum or income in later life? 2. Do you know the amount of money you will need to build up to generate this? 3. Do you know how much you will have to set aside each month to achieve it?
Our most popular area of financial planning is for employees in their 20's, 30's and 40's who are serious about saving towards a more financially secure future lifestyle. This involves utilising tax-relief, tax-free growth and compound interest from savings and investments to provide a significant amount of money and give you more choices.
This could possibly help towards:
- Paying off your mortgage early - Working less hours, reducing stress and improving work/life balance - Providing additional income to do more of the things you enjoy
We would be happy to explain how 55plans work and how you can save for the long-term but also access some of the money if needed. Let's discuss how a tailored and flexible plan could help you.
All initial meetings are at our cost and any fees for resulting research or recommendations will be explained to you and put in writing before they are implemented (with any preferential fee discounts applied). There is no obligation to proceed with any recommendations made.
Ryan has been in Financial Services for 8 years and has been a qualified adviser since 2013. Before then he enjoyed over 10 years within the recruitment industry and was a professional football player with West Ham. His hobbies include most sports, film and music and he enjoys spending time with his wife and young son.
Ashmax Associates have been appointed as the In-house Financial Advisers to Gallagher . Devereux Chambers do not give any financial advice and are not regulated to do so. All advice will be submitted in writing by Ashmax Associates.
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