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Financial Services

Richard Jackson is pleased to introduce you to Nick Pope of Pennymatters Limited. Nick is very personable and has helped many of my clients achieve their objectives. Nick has been in the financial services industry for over 27 years and advises in all aspects of financial planning as follows:

Mortgages

Be sure to obtain independent advice when making one of the biggest financial commitments of your life. Over the past few years the way in which lenders assess mortgage applications has changed and acquiring the right mortgage is not as straightforward as many may think. Nick will ensure you obtain the right independent advice to secure the most appropriate mortgage for your circumstances. Importantly, he will remove the risk of approaching lenders who decline an application, which in turn will have a detrimental effect on your credit rating.

Protection

Most people realise that they need to protect a mortgage but many neglect to protect themselves and their loved ones against unforeseen circumstances such as death, loss of income or diagnosis of a critical illness. Whilst it is never a subject we like to discuss, and one we often ignore for this reason, it is a necessary one. Nick can help advise you on the level and type of cover you need whilst working within your budget.

Retirement Planning

With the budget bringing increased flexibility to pensions, Nick can explain how this can benefit you and your family when saving for retirement. He will advice you on how much you will need to save in order to fund the retirement you require.

For those of you that find yourselves with numerous pensions fragmented across different pension providers, Nick can analyse your existing holdings, compare pension projections and advise whether it is in your interests to bring them together, allowing easier management and more control.

Investments

There are many reasons for Investing money and many factors to consider before choosing a suitable path. Nick will gather a comprehensive view of your circumstances, the timescales and objectives you require before creating a bespoke solution to satisfy your goals.

If you would like an initial consultation, with no obligation and at our cost, please call Nick on 07767 400500 or contact nickpope@pennymatters.co.uk

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