Financial Planning Services

You’re looking for a way to make your finances work for you to achieve your life goals. Our Bellwether 360° service does exactly that. Once we’ve reviewed your personal circumstances and gained some clarity on your current financial position, we’ll be able to advise you on the best products to meet your needs.

With 25 years experience in the industry, we can advise on:

Protection

 

Protection should be the foundation of any financial planning. An unexpected event such as serious illness, disability or death could result in serious and long lasting financial difficulties for you and your family.

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Pension

 

Pensions are one of the most important and tax efficient elements of any financial planning. Bellwether have significant experiences in all pension types and can guide you through, and implement, a pension strategy that will be a significant part of your overall financial plan.

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Investment & Savings

 

Investment is crucial to all parts of your financial plan be it in deciding an appropriate approach to short term “emergency funding”, a medium term savings plan for your children’s education or a long term strategy for your pension planning.

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