We are committed to putting our clients at the heart of everything we do and to providing the best possible service.
Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
We can help you to build a suitable investment strategy to make your money work harder and in as tax-efficient a way as possible.
Right now, retirement might seem a very long way off, but it’s never too early to think about your pension.
Most of us are probably aware that there are policies available that provide life insurance, protect us in the event of a critical illness, or pay out if we had an accident or illness which stopped us from working.
There are many good reasons for saving, from putting away money for emergencies to the bigger, more exciting things in life like a deposit on a home, or a special family holiday.
I was referred to Jon by a trusted friend as I wished to review my pensions with a view to be able to retire as soon as possible. After Jon reviewed my existing pensions and put the information in a cash flow model for me, I was delighted with the results. It gave me the confidence to retire early and I’ve been able to enjoy my retirement whilst I’m still fit and healthy.
Having been an existing client of Jon’s since 2014, I am always pleased with how he simplifies what I consider to be quite complex matters. As a widow, I trust him with all my finances and I really value our review meetings.
Aidan helped unwind some existing investments and set up new ISAs and an investment account for us.
He was very clear and summarised the transactions wonderfully which enabled us to reclaim some tax back from HMRC.Thanks Aidan
To find out more, please call us on 0161 446 4980 or email us at info@sustainablewm.co.uk