At Talking Finances, helping people plan their finances is our business. People commonly come to us because a recent life event has triggered a need to review what they have and what they need. Marriage, promotion, starting a family, buying a house, taking a career break, redundancy, illness, retirement, divorce or bereavement all bring people to us with questions such as ‘Am I okay?’, ‘Will I have enough?’ and ‘What should I be doing now?’ We understand that when life changes occur, planning your finances will be just one part of a sometimes complicated picture. We’re patient, good at listening and we know that you want to hear the answers in plain English. We have expertise in all the things you would expect from a financial planner - pensions and retirement planning, investments, insurance, tax, inheritance, budgeting and cashflow forecasting – as well as more focused initiatives such as Talking Finances with Women and mini plans for Young Savers. We are also happy to share our knowledge about sustainable – or ESG – investing so that your money and your values can sit side by side. If you want us to help you plan your financial future, please get in touch by either calling us on 01753 593061 or email us at info@talkingfinances.co.uk.
