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CORPORATE FINANCIAL SERVICES –
Personal Advice
As your company prospers it is important you look after your own
personal finances and we offer a comprehensive individual service
to both you and your directors or key staff.
You may have been too busy running your business or organising a
pension scheme and other benefits for your staff to think about
your own position. Complex legislation and a myriad of products
make it difficult for busy executives to investigate what is best
suited to them and their families.
What’s Best for You
You may be seeking advice on a growing investment portfolio, guidance
on the best medical insurance for your family, how best to plan
for or pay school fees, or help in choosing the life insurance scheme
which best meets your needs. City Financial’s personal service
for your personal finances will solve these problems.
People are enjoying good health and living longer and you will want
to ensure you have the money available to enjoy your retirement
and maintain your standard of living.
Never Too Early or Late
It is never too early or too late to start planning for your retirement
so it is important you consider what you want to do, how much it
will cost and how you can save the money to sustain the lifestyle
in retirement you aspire to.
You may start by comparing what you will receive in retirement with
your current income and then judge what difference in lifestyle
that might prompt. Starting a personal pension plan, even with a
modest monthly contribution, should certainly make a difference
and City Financial will guide you through the options.
Is your mortgage the most competitive you can obtain, and does your
mortgage protection fit your needs? Once again we can help you.
School Fees
Will school fees for your children or grandchildren soon be a significant
expenditure? Whether you are a parent, grandparent, relative or
trustee, City Financial will create and administer a plan tailored
to suit your circumstances. We will take account of the number and
ages of the children concerned, your expectations for their education
and, of course your financial resources.
To talk to one of our advisors, call 0800
3893345 or email info@city-financial.co.uk |
