FINANCIAL PLANNING

FOR EVERYONE

MARCHING TO THE SAME TUNE

As time marches on we sometimes don’t realise quite how fast it’s going. Often we arrive at stages in our lives without planning for them; weddings, the birth of a child, retirement and, if we’re lucky, we can manage it all. At Slaiyburn Financial Planning we aim to take the luck out of it by assessing how life may change in the short, medium and the long term – and planning for these events.

We help establish your goals. Whether you are just starting out on life’s highway, moving home, starting a family or in business, we can help protect your income, your home and your family. We will also help you plan for your retirement, guiding you through pension and investment options.

 

If you’re in business we can help protect you and your assets by insuring against the many pitfalls that can come along. We can also make sure that when you’re gone the things you've left behind go to the people you want them to in the most tax efficient way possible.

Our aim is to make sure we're marching to the same tune throughout life's journey. That's planning.

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WHAT CAN WE DO FOR YOU?

ESTATE PLANNING

PROTECTION &

LIFE COVER

RETIREMENT

PLANNING

PENSIONS

ISAS

INVESTMENTS

WILLS & TRUSTS

POWER OF ATTORNEY

MORTGAGES

 

WHAT OUR CLIENTS SAY

WHAT PEOPLE SAY

Clive Berry from Slaiyburn Financial Planning has been a great help in sorting out our company pension scheme as part of our staff Auto-enrolment responsibilities. The fact that he also takes the time to sit down with all our staff individually and to access their own financial and investment needs was greatly appreciated.


We all found him very approachable, very professional and extremely efficient in all our dealings with him.


I would therefore be happy to recommend him and Slaiyburn Financial Planning to anyone going through the same or a similar process.

Mathew Golden