Independent Financial Advisor (IFA) in Basingstoke, Hampshire

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General information

As Independent Financial Advisers we can help you plan for your financial independence

People are living longer and enjoying a far higher standard of living than previous generations considered possible. It is therefore more important than ever to create a financial plan to maintain your lifestyle and achieve your aspirations, particularly for your retirement.

•    Plan - to protect your income and capital
•    Plan - to protect your dependants or key individuals in your business
•    Plan - to make the most of your savings and investments*
•    Plan - for your dream home
•    Plan - to reduce your tax liabilities
•    Plan - for School Fees
•    Plan - to provide for your retirement or your employees' retirement
•    Plan – to achieve the best pension income to suit your needs

As Independent Financial Advisers we can carry out a complete and impartial review of your financial affairs whether private or business, make recommendations based upon your own objectives and implement the necessary solutions.

The principle steps that we carry out in the planning process include:

1. Review your present financial situation including income and expenditure, assets and liabilities and relevant tax position.



2. Identify your financial aims and objectives taking account of present and future obligations and needs.



3. Recommend and implement a financial strategy selecting from a wide range of available investment*, insurance and pension plans as appropriate, specifically chosen to meet your individual requirements.

The services of our company are designed to provide you with the necessary solutions to help ensure that you are financially organised to create as much wealth and security as possible for you and your family.

As we work with you to achieve your aims and objectives, we look forward to becoming your first and primary source of financial advice.

We are pleased to offer a FREE initial consultation to see how we can assist you.

To arrange an appointment please contact John Barnett on 01256 781401
or visit our website www.its-about-money.co.uk.

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