Complimentary Financial Review In Light of the 2017/18 Tax Year
As the new tax year is on the horizon, we are offering a complimentary financial review to ensure you are on target to reach your financial goals and remain financially healthy. We will help you craft a financial plan and answer any queries, concerns and identify any requirements relating to the following topics:
We will not charge a fee to provide this financial review, however, we ask you to, if possible, make a donation to a local charity in lieu for the work performed on your behalf. Our recommended charity is Jessie May; however a donation can be made to a local charity of your choice.
Donations to Jessie May can be made a www.justgiving.com/jessiemay.
If you are interested in arranging a review please contact Richard Higgs on 0117 966 5699 or via email at firstname.lastname@example.org