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Utopia Group
Address: 173 - 175 Norristhorpe Lane, Liversedge, WF15 7AN
Telephone: 0845 260 1155
Fax: 01422 316077
E-mail:ray@utopia-group.com or donna@utopia-group.com
 Visit our Web
Site: www.utopia-group.com
Contact: Ray Garnett Dip PFS
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.
- Plan- to protect your income and capital
- Plan- to protect your dependants
- 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
- Plan- for the costs of long term care
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:
- Review your present financial situation including income and expenditure, assets and liabilities and relevant tax position.
- Identify your financial aims and objectives taking account of present and future obligations and needs.
- 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 at our expense, to see how we can assist you.
To arrange an appointment please contact
Donna Connolly or Ray Garnett
Email – donna@utopia-group.com or telephone 0845 260 1155
Any advice relating to Regulated products will be given by Aiming for Utopia Ltd which is authorised and regulated by the Financial
Services Authority (FSA). Please note that tax advice is not regulated by the FSA
FSA Reg No 465860
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Pensions Advisers
Terms
and Conditions
