FREE personal financial health checks
April 29th, 2008
To most of us, organising our finances is a daunting challenge. It’s surprising how little time we devote to improving our financial health, and the sheer number of financial products available often hinders rather than helps us to make a truly informed decision.
To help assist with financial planning, we are offering the opportunity to have a free, no obligation initial meeting with a financial advisor.
To help assist our clients with financial planning guidance, we have established a relationship with AWD Chase de Vere Wealth Management Limited, one of the UK’s leading independent financial advice firms.
Whether you’re moving home or planning for retirement, AWD Chase de Vere can provide you with unbiased and comprehensive advice, helping you to make decisions, plan ahead, and get the most out of life.
With over three decades’ experience as one of the few totally independent financial advisors, AWD Chase de Vere have an enviable breadth of experience and are well to provide effective financial planning solutions.
Expert advice where it matters most – a brand new service to improve your financial position
To mark the start of our relationship with AWD Chase de Vere, we are offering all our clients the opportunity to have a free initial meeting with one of their financial advisors. There is no obligation, and if a need for advice is identified, the costs associated with the advice service will be fully disclosed and discussed with you before any work is undertaken.
Your meeting can take place at a time and location convenient to you, and we believe would be a real benefit to you if you have any concerns in the following areas:
- Pensions
- Retirement Planning
- Savings and Investments
- Life & Income Protection
- Inheritance Tax
- Mortgages
If you would like to take advantage of our offer for a free review, please download the Meeting Request Form and return it to us. For further details please call us on 0845 301 1156, or email law@smithsonlawfirm.com.
