Our personalised approach allows us to tailor our advice to help our clients achieve their financial goals. Financial planning is an ongoing process to help you make the right decisions about your finances. Call us and we will organise a no obligation meeting so we can establish how we can help. We can help you establish the best route to a financially secure retirement.
We will look at all your options including saving for retirement and your options at retirement for converting your funds to provide a retirement income. Call us for a no obligation chat to see how we can work together. Getting the right advice for your business is important. We can help you with group pension schemes, automatic enrolment, group life cover and group income protection.
We will look at all your options including saving for retirement and your options at retirement for converting your funds to provide a retirement income. Call us for a no obligation chat to see how we can work together. Getting the right advice for your business is important. We can help you with group pension schemes, automatic enrolment, group life cover and group income protection.
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Tom has worked in the financial services sector since 1987 and has been an Independent Financial Adviser since 1990. During his career he has developed a loyal client base and is committed to providing a professional and valued service with a straight forward approach to financial planning. Julie has worked in the Financial Services industry for over 25 years, originally gaining experience from within a number of large insurance companies.
Hood Financial Planning is here to help you plan for your future so you can be confident that your financial and lifestyles goals are achieved. We provide the full range of financial advice to individuals and companies. Our aim is to provide high quality advice with an ongoing service to ensure our clients financial plans remain on track with their aspirations.
Our initial meeting is for an informal look at your current circumstances to enable us to see what your financial objectives are. We will then establish how we can help you achieve those objectives. We take a holistic approach to the advice process. The client relationship is is core to our values and proposition.
Annuities are historically the most popular option in retirement, with a great many looking for the security that they provide. However, it's unlikely that they will continue to account for as high a proportion of retirement income products as they have in the past. This document will explain further.
This document looks at the different investment vehicles available to the individual investor together with the key points to note. The value of investments and income from them may go down. You may not get back the original amount invested and the levels, basis and reliefs of taxation are subject to change.
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