Livingstones
Personal financial and asset Management
Most of us work for money but do we make our money work for us?
Business finance, support and development Personal finance and asset management Green credentials and energy efficiency Management Consultancy in association with Penman Strategic
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Running your own finances along side a busy work schedule is not easy . Credit cards, gas, electricity, water, council tax bills. House insurance, car insurance, travel insurance, life insurance, health insurance.Dental plan. Mortages. Secured loans, unsecured loans, HP, car finance. Bank accounts. The list goes on and on........ Do you have the time and energy to see if you are getting the best deal, not being overcharged and making the most of your finances. Most of us work for money but do we make our money work for us? As your personal finance and asset manager your finances will be in order and a report kept up to date as to what you have got, where it is, why its there and when it needs to be reviewed. An annual or 6 monthly arrangement is made to review your situation and you also have unlimited access by email or phone if you have any major concerns or decision to make. Your situation will be reveiwed when necessary and other financial planning areas will be considered such as Wills, basis of house ownership if you have a partner, Enduring power of attorney and Living wills can be discussed.
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This is a general overview of some of the issues and situations Livingstones can be active in developing and improving your financial situation with you. I have 25 years experience in Financial services an dcan deal with most situations - If I cannot then I generally know someone who can. Is it expensive? Probably not as much as you think and, generally, your savings will more than cover the fees. Please call to have an initial chat about your situation and see if we have can work together. Call Stephen Green at Livingstones on 0845 467 3792 or e-mail Stephen Green at Livingstones |