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Putting our clients
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Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Services.
PROTECTION
The benefits of insuring ourselves against undesirable events cannot be overlooked.
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PENSIONS
Designed to enable you to save enough money so you can live comfortably in retirement.
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MORTGAGES
A mortgage is the largest transactions in most people’s lives. It’s vitally important to get it right.
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SAVINGS + INVESTMENTS
From childhood, most of us are told to put away money to save for the future.
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AUTO ENROLMENT
Auto enrolment helps people save for later life through a workplace pension.
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WILLS + TRUSTS
If you die without a will, then the government will decide who will inherit your estate.
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I know that I should have thought about financial planning sooner, but I didn’t. However, having listened to your advice, I do now feel that I can consider retirement knowing where I stand financially.
NB EDINBURGH
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
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Savvy Wealth Management Limited is registered in England and Wales no. 7700192. Registered office, 1 Parc Bryn Derwen, Llanharan, CF72 9TT.
Authorised and regulated by the Financial Conduct Authority. Savvy Wealth Management Limited is entered on the Financial Services Register www.register.fca.org.uk under reference 562795
© Copyright 2024 Savvy Wealth Management. All rights reserved.
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