25/03/2022
I thought this week I would let you know how I help my clients at Harrington Wealth Management:
* I review their current pensions. Often clients have 5 or 6 pensions from different companies. I review them and it’s is often appropriate to combine them into one manageable pension pot. Putting them more in control of their retirement.
* I save many clients money on their Protection. Often clients are over insured or paying too much. This gives them peace of mind that should the worst happen they have appropriate cover in place
* I help clients grow their money and utilise their tax free allowances. It amazes me how many clients are paying more tax than they need to
* Many of my clients are concerned that they may inherit or be liable for a tax debt in the event of receiving an inheritance, often this is not the case, and reviewing someone’s estate often gives peace of mind that this is not the case, but that if it is the case there are options available to reduce or mitigate this.
* I also help many clients by reviewing their mortgage and ensuring that they are on the lowest and most appropriate rate, this often saves them money or helping them purchase a home or investment property
If you think I may be able to help you or you know anyone that may need my help, or if you just have some questions please do not hesitate to contact me.
Have a great weekend, enjoy the sunshine.
Hayley
