Mortgage Brokers In Chester
 
Savings & Investments


An important part of financial planning comes in the form of savings and investments.

There are a range of products available to help you achieve your financial objectives but which is most suitable depends on a number of different criteria.

Perhaps you wish to set aside an amount every month or maybe you have a sum of capital to invest. Financial planning will help you find the right product for your individual circumstances to help you achieve your goals.

Paul D Clarke FPC has expert knowledge of the products available and can help you identify the most suitable plan for you. In making our recommendations we will assess your individual circumstances such as how much money you wish to invest, the amount of risk you are comfortable with, whether you require short or long term returns and the tax implications.

We also offer you professional advice in the very important area of retirement planning. Together we will review your financial situation to identify what you can afford to pay right now and to assess the amount of income you think you will need in retirement. In this way we can identify and find the most suitable plans to help you achieve your retirement goals.

We will carry out regular reviews of your investments and pensions once up and running, to ensure they are on track to meet your financial objectives.

 

 
No-obligation Quotation
 
Contact Paul D Clarke FPC

Contact Paul D Clarke FPC


Do you require expert mortgage advice?
Call us today on 01829 742592
Email. pauldclarkefpc@talktalk.net
We are always happy to help and assist you... 


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The information on this website is for the use of residents of the United Kingdom only.
No representations are made as to whether the information is applicable or available to any other country which may have access to it.


Paul D Clarke FPC is a trading name of Paul David Clarke DipPFS. Paul David Clarke DipPFS is an appointed representative of Openwork Limited which is authorised and regulated by the
Financial Conduct Authority.

Call us today on 01829 742592
Email. pauldclarkefpc@talktalk.net

 
Paul D Clarke FPC
Unit 18, Barrowmore Enterprise Estate Chester, Cheshire CH3 7JS
Phone: 01829 742592
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