How much is enough? When can you be financially independent?
In an increasingly busy and more complex world it is important to take stock periodically and make sure you are clear about your personal and financial objectives and can be confident your money is working hard towards helping you achieve them. Too many people drift without clarity around their goals, miss tax saving opportunities and squander and fritter money away without even realising it and take more risk than they need with their money.
P&C Lifetime Partners have, for 25 years, been dedicated to helping our individual and business clients achieve their goals. Whether it be getting on the housing ladder, managing accrued wealth or retiring comfortably.
We strive to provide both individuals and business owners with:
- Financial peace of mind
- Real Value for Money
- A Trusted Relationship centred around face to face advice
We have a dedicated team of Financial Planners and Mortgage advisers based from our offices in Shefford Woodlands, on the outskirts of Hungerford and not far from Newbury, and look after clients from across West Berkshire, Wiltshire and Wales.
We strongly believe in face to face advice, whether this is in the comfort of your own home or in our offices in West Berkshire and always welcome the opportunity to meet and understand new clients. The first meeting is always at our expense, so please get in touch with us to organise an initial meeting.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
