Mend your Money Matters
Are you in financial disarray, confused or simply haven’t looked at things for a while?
Let us put your assets in order with a comprehensive overview of your monetary affairs.
To kick start this process, all we need to do is have a frank and honest discussion about your short, medium and long term financial goals. For instance, do you want to invest in a second property within the next ten years?
Or perhaps you are planning to return to higher education and need to plan your finances for the break from work?
We will also carry out a comprehensive assessment of your risk profile (in other words we find out how adventurous or unadventurous you’d like to be with your investments!) and then we create an action plan - suited to your present circumstances and aligned with your future goals and ambitions - so we can get you back on track.
Testimonial
“We have used yeendFT to handle investments, mortgage advice and re-alignment of insurance policies. Following a couple of meetings, we received a comprehensive report that advised us on the right financial actions needed. The service was both sincere and competent.”
Jeff and Susan Howe