Proudly part of Lync Wealth Management since 1st September. The reason our business continues to be successful is we provide clients with that one safe place where they can seek advice for all of their finances. Our style is collaborative and educational so clients have the knowledge and tools to make their own decisions on money instead of feel they are being told what to do. Additionally, our Ch
artered Financial Planners have the highest levels of up-to-date knowledge in the industry. So what this means for clients is that no matter your age, or the stage that you are in your life you can receive advice that is bespoke to you and your situation across every area of your finances, such as:
- Mortgages and equity release
- Retirement planning
- Long-term care
- Creating, growing and maintaining wealth
- Insurance, health cover and protection
- Inheritance and planning for what happens to your estate
- Tax planning
- Business consultancy and business specific financial planning of all the above areas including staff benefits packages. Some clients want a complete overhaul of their finances with lifetime financial advice and other clients might just want help getting a mortgage to start with. No matter your situation and circumstances, we don't judge or put people in to stereotypical boxes. Everyone is a unique individual, a Unividual. Whether you are considering finding out more about financial advice with Unividual or perhaps you are keen to explore working with us, please don't hesitate to get in touch with our Marketing Director Cherie-Anne Baxter. Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits. Approver Quilter Financial Limited 9th December 2022
