Jennifer Goldsmith - Financial Advisor Harrow
Services We OfferThe areas I give advice on include:-
- Pensions & Retirement Planning
- Investments & Savings (including Review Service)
- Business Protection (Keyman and Share Protection)
- Inheritance Tax & Estate Planning
- Care Fees and Long Term Care Planning
- Business Pensions & Investments
- Equity Release
- DB Transfers
Financial Planning
Financial planning is a very important part of financial security and I offer a wide range of financial services. I can also work with other professionals or even recommend others if needed. Financial Planning includes a range of services which I have listed below.
Investments and Retirement Planning*
It is my role to help you choose the right investments in order to help you meet your objectives. What you need to give some thought to is what those objectives are. This is an area in which compromise and comprehension are essential. Broadly speaking everyone wants investments which are safe, in the sense that they cannot fall, and which offer high returns. This ideal combination is not available. Beware anyone who claims otherwise.
*The value of your investments can go down as well as up, so you could get back less than you invested.
Care Fees Planning
Unlike other protections needs, you CAN purchase care fees planning when the person being cared for is in a care home. This can save a lot of money and is an area worth looking into when needed. I will carefully explain and find the right solution for you. Many people do not realise that this is an area where there are answers to your needs.
Financial Advisor Harrow – Professional Financial Advice Harrow
I work by appointment and will arrange a time to see you, generally speaking in your home but it can be at your place of work or mine if you prefer. In all cases I give advice after assessing your needs and requirements and getting to know you. I will provide a written report to back up my recommendation
Whether you have investments or pensions or want to start, I will work with you and explain things to you so you can make informed decisions.
For my individual clients this means supporting you as I review your situation and then clarifying the actions we need to take in order to give you peace of mind.
For employers primarily this means two things. One is rewarding and retaining their employees and the other is to protect their businesses in the event of sickness, disability or death.
Get In Touch!
Please contact us today to arrange a FREE no obligation consultation.
Financial Advisor Harrow – Jennifer Goldsmith
Please call: 07957 215942 or Email: Jenny.Goldsmith@tavistockpartners.com