It can be a thankless task trying to wade through the jargon, working out the merits of each of the different schemes. You may also find the rate of return on your existing savings is below inflation or that you’re paying tax on your savings.
It is our job to help you set goals and develop your savings strategy, making everything a lot more financially rewarding. However, don’t take our word for it:
“I have saved modestly on a monthly basis over the last 7 years and created over £50,000 at an annual growth rate of over 11.5%. I simply could not have achieved this without the help and guidance of the team at Lawrence Miller & Co. The outcome has transformed my retirement plans and provided much appreciated peace of mind.”
C. Williams – Monmouthshire
What do we do? We start by asking you about your current and future plans, as it’s particularly important to keep them relevant and on course.
We will explain your options and any potential risks – nothing is completely risk-free, despite claims to the contrary by some so-called experts. While there can be a downside, it’s our job to make sure you’re insulated as far as possible from market forces. It might be that a risk is worth considering, however, you will always be in control. Our job is to make sure you are happy and confident about your financial future.
Once your plans are in place, we don’t stop there! Things could change so it’s important we review your planning to keep it working for you now and in the future.
Why not contact us today to find out what we can do for you – or for a fresh approach to your existing savings, investments and that all important goal of financial independence.