If you're looking for help and advice on financial services, you're on the right page. Turning your financial aspirations into achievable goals can be a hard task on your own. There are literally hundreds of different policies, plans and investments available on the market, so how do you choose the right ones for your needs? The good news is that we're here and ready to help. Each year, we help clients and their families make the right choices for their financial futures. Their aims are many and varied.
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At Creative Financial Solutions, we've been advising clients since 2000, and as you'll read below, we offer a wealth of experience, and together form a very knowledgeable and experienced team. Collectively, we've spent over 70 years in the financial services industry. Duncan has been offering in-depth independent advice to a wide range of clients for over 25 years.
Here we explain the rigorous process we follow to ensure we help you make the right choices for your money. To ensure we advise you properly, we take time to understand your needs, goals and preferences before we make any recommendations. Our first meeting This is an exploratory meeting which allows us to get to know you, and what you would like to see happen in the future.
Ideally, we'd all begin planning for our retirement the day we start work. However, for many reasons, retirement planning tends to get put on the back burner until much later in our working lives. If you find pensions over-complicated and surrounded with impenetrable jargon, then you certainly aren't alone.
Everyone needs to have some money put away for emergencies, and for the bigger, more exciting things in life like a child's education or the deposit on a home. So, for most of us having some cash that we can access quickly to pay for unexpected things like an unforeseen bill, and some that steadily builds up for the future makes good financial sense.
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