Independent Financial Advice

Helping you to make sense of your finances and plan ahead for the future.

Affordable Financial Advice

Financial advice is often made to be very complicated, it can be very expensive and often leave people confused about what this means to them in the long term. This can then be difficult to plan for the future.

At Veracity Financial Planning we put our clients at the centre of everything we do and make financial advice affordable. We make sure we understand our clients’ circumstances and what it is that they are trying to achieve. We work with them towards achieving their financial goals.

We do this by making sure your money is invested sensibly, report to you regularly to work towards your long term financial goals and provide the administration around these processes.

We will meet with you at a time and place of your convenience and explain our processes including our fee structure during an initial free consultation.

Pensions

We can review your existing pensions and/or set up new pensions for you.

Investments

We can review your existing investments and make sure they are tax efficient.

Equity

Equity release involves using some of that capital while remaining in your house.

Mortgages

We can help with sourcing the right mortgage to suit your needs.

The services that we can help with

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‘Sally makes things really clear and easy to understand.

She has helped me understand my pensions and guided me through my investment options in a clear and friendly manner.

I’ve been very happy with the service provided.’

Mrs Kemp, West Bridgford

Pensions Reviews
Pension statements are often very difficult to understand. We can review your existing pensions and / or set up new pensions for you. We can set this up for small companies as well as individuals.

Investments
We can review your existing investments and make sure they are tax efficient. We can also help set up new investments that are suitable to your needs.

Equity Release
Often people over 55 years will have lots of equity within their property but little disposable income. Equity release involves using some of that capital while remaining in your house. People often use capital for home improvements, holidays, to pay off debts and gifts to children or Grandchildren.

Mortgages & Protection
We can help with sourcing the right mortgage to suit your needs. We work with lenders from the whole of the market so have access to a wide range of deals. We also advise on insurance whereby you and your family / company are protected financially in unforeseen circumstances such as death or illness.

About Sally

Sally Jackson is a qualified Independent Financial Advisor with Veracity Financial Planning.

Sally looks after pensions, investments, mortgages, equity release and protection for her clients.

In addition to her financial advice diploma, Sally has a degree in Mathematics and Sports Science from Loughborough University. Outside of work, Sally is a keen hockey player and enjoys keeping fit.

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Sally Jackson, Dip PFS, Veracity Financial Planning

Helping you make sense of your finances and plan for your future

Fees

We will meet with you at a time and place of your convenience and explain our processes including our fee structure during an initial free consultation.

For full information on fees please see: https://www.veracityfp.co.uk/fees/

Your home may be repossessed if you do not keep up repayments on your mortgage or any loan secured on it. The typical fee for a mortgage is £299.

The value of investments and the income derived from them may go down as well as up and you may not get back the amount originally invested. Past performance is no guide to future performance and may not be repeated. Veracity Financial Planning is a trading style of Edwin Snapper which is authorised and regulated by the Financial Conduct Authority (FCA). We are entered into the FCAs registered under reference 501862 www.fca.org.uk

Registered office: 16 Swallow Drive, Bingham, Nottinghamshire, NG13 8QA, Tel 01949 836173 email info@veracityfp.co.uk

Contact Us

Telephone:

077921196730   01158461446

Email:

sally@veracityfp.co.uk

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