You should attend this presentation if you are...
- Not already claiming between 20%-40% in tax-relief from the government each year for your future wealth plan
- Interested in claiming back the last 3 years tax-relief
- Unaware how to set up your future wealth plans and utilise your earnings to maximise financial stability and peace of mind
- Interested in how Independent Financial Advice can help you
- Interested in Mortgages, Protection, Savings & Investments, Pension Reviews, Wills or Tax Planning
- Interested in budgeting better and want to know what accounts you should use for emergency funds, short-term savings and long-term savings
- Interested in accessing up to £500 worth of financial advice and save on fees via salary sacrifice
Confirm Your Interest
Simply complete our form below to confirm your interest and secure your place at our next presentation at you offices.
"I've never thought about building up a specific figure for emergencies and will definitely get a separate account set-up for this. Very useful to know, Thank-you for the presentation, I'd definitely recommend it"
" I just didn't know where to start and how I could actually get on the property ladder. It will be great to get a plan of action together knowing how much I need to save though the various schemes available and how much I can borrow."
"It's interesting and useful to know what plans I need to think about to protect my assets and family should anything happen to me."
Wills, Tax & Trusts
"I never knew what would actually happen if someone died without a Will. Very useful to know."
Future Wealth & Income Plans
"I can't believe I didn't know this. I've never had it explained in such a way and can now make the most of my tax-relief allowance, tax-free growth and compound interest. I can start at the minimal monthly level and it's great to be able to pay in lump sums depending on my bonuses. It was clear and simple and I liked the jokes!"