Expert financial advice

As financial advisers our job is to make sure you have a financial plan, and the products that match it, to help you achieve your goals and aspirations.

However, before we even think about making any recommendations, we conduct a thorough fact find to ensure we understand your current circumstances and goals for the future. Then, and only then, do we put together a plan of action which is designed to help achieve your objectives and provide you with peace of mind. It may be a cliché, but our service is totally about what's best for you.

What areas do we provide advice on?

As financial advisers we provide holistic financial advice on many different areas, all of which is designed to put you in a better financial position both now and for the future. This includes:

  • Protection - protecting you and your family for whatever unfortunate events life could through at you
  • Retirement planning1 - whether retirement is someway off and you need to build a pension pot, or you’re already there, we can help you maximise your retirement income
  • Investing2 - If you're looking to invest for the future then we can help put together an investment portfolio that meets your objectives
  • Inheritance tax planning3 - our inheritance tax planning service is designed to keep your hard earned money in the family and help avoid your loved ones having to pay a hefty tax on any inheritance you leave them
  • Long-term care planning - whether you are planning your own provision, acting as attorney, or assisting a family member with funding care fees, we can provide expert advice on how to meet long-term care costs

We are here to help and give you financial advice which is tailored to your individual needs, giving you complete peace of mind.

1 A pension is a long-term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
2 The value of investments and income from them may go down. You may not get back the original amount invested.
3 Tax planning is not regulated by the Financial Conduct Authority.

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Please contact me to arrange an appointment with a Tenet Employee Benefit Solutions financial adviser:

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Area(s) of interest: Full financial review
Retirement planning
Inheritance tax planning
Long-term care planning
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To find out more, call 0113 239 5325

We are experts in providing tailored financial advice and bespoke solutions to employers, employees and individuals

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0113 239 5325