Maybe you’re wondering about investing with a SIPP? Or perhaps you have a number of different workplace pensions? We can help you explore your options and draw up a plan for life after work.
Many people get into investing through Stocks & Shares ISAs. But are you making the most of your allowance? And are your investments meeting your objective? Book a free coaching session and we’ll help you take stock.
We’ll be happy to talk you through the investment landscape, analyse your attitude to risk and see what products or investments may be suitable for you. We can also examine whether you’re investing as tax-efficiently as possible.
What is a coach?
Our coaches are all qualified financial planners who are trained to give you general guidance to help with your investing. This may include information about different types of investments or principles for you to follow.
What qualifications do our coaches have?
All our coaches hold the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning.
What should I bring to my coaching session?
To make sure your coaching session is as effective as possible, please bring details of any investments you may already have. This includes everything from workplace pensions to ISAs, SIPPs and investment accounts.