Independent Financial Advice
Sensible financial advice – plain and simple
Financial advice is often assumed to be complicated, confusing and expensive.
It doesn’t have to be that way!
Trent Wills and Estates are able to refer you to trusted professionals who specialise in different areas of financial advice.
Areas of Financial Advice
‘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 and Investments – It can be good to check that you are on track with meeting your financial objectives and if you haven’t reviewed these then it might be a good idea to do so to make sure they remain suitable. You may also want to ensure you are making the most of the allowances available to you.
Equity release – The older generation often have high levels of equity in their homes but little disposable income or readily available capital. Equity release unlocks some of that bricks-and-mortar capital whilst allowing you to remain in your home. Homeowners use equity release to pay for home improvements and holidays, pay off debts and help children or grandchildren.
Mortgages– Sourcing the right mortgage to suit your needs can be very difficult. Experts in this area will work with a wide range of lenders who have access to a wide range of deals.
Financial Protection – Financial protection, ensuring you and your family and/or business are adequately protected in the event of severe illness, incapacity or death is something that is important to a lot of people.
Inheritance tax planning – An increasing number of people area finding themselves with a potential inheritance tax liability; a financial adviser could help by exploring different options to either reduce the potential liability or to ensure adequate protection is in place to cover any liability.
Book your free consultation with Sally Jackson on 07949 792642 or email at sally@hfl-advisers.co.uk
About Sally
Sally Jackson is a qualified and regulated Chartered Financial Planner with HFL Financial Advisers, who are a trading style of Charter Wealth Management and are based in Nottingham.
Sally provides advice on a broad range of areas of financial planning including pensions, investments, inheritance tax planning and financial protection.
HFL has a wealth of experience and pride themselves in providing their clients with the best possible advice and exceptional service.
In addition to her financial advice qualifications, Sally has a degree in Mathematics and Sports Science from Loughborough University. Outside of work, Sally enjoys keeping fit and walking her dog.
During an initial free consultation at a time and place of your convenience, Sally will discuss with you how she can assist you, explain HFL’s processes and outline their fee structure.
Sally Jackson (APFS) Chartered Financial Planner
Helping you make sense of your finances and plan for your future
HFL Financial Advisers is a trading style of Charter Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority 597017. Charter Wealth Management Limited is registered in England and Wales No: 04789929. HFL Financial Advisers and Charter Wealth Management Limited are part of One Four Nine Group.
