As members of the UK Beach Tour, your time is precious, when you’re not working, you’re training, competing, travelling, supporting, volunteering and helping in a sport that you love. 

You may not have had time to consider your own personal finances. 

Have you considered any of the following questions?

• Are your personal affairs set up in the most tax efficient way? 
• Should I put any protection in place in the event of death or becoming ill? 
• How do I make my savings work harder for me?
• When do you wish to retire?
• How do I know if my Pension is working hard enough for me? 
• How much income do I need in retirement? 

Whatever financial challenges you face we can help you achieve clarity on your business and personal financial ambitions aiming to achieve the lifestyle you require now and later in life. 

We provide you with a no obligation financial health check. 

Our four-step financial health check will help you create financial strength for you and your family.

Step 1 – Understand your goals, objectives and aspirations 

Step 2 – Review your current position 

Step 3 – Create a robust financial plan 

Step 4 – Maintain an ongoing, regular relationship with you to monitor the plan remains aligned to your goals, objectives and aspirations. 

Please contact us to arrange a no obligation meeting.