Independent Financial Advice…..
Is your future
About Lime Tree Financial Planning.
We believe the provision of professional Independent Financial Advice is the pinnacle for individuals to plan for their current and future financial needs.
The advice provided at Lime Tree Financial Planning is individually tailored specifically to your needs. We work towards ensure a mutual understanding of your current and future goals are part of the planning process.
To learn ore about how we can help, please call for a free initial consultation.
Lyndon Gough
Independent Financial Adviser
How we can help…...
Investments
Currently interest rates offered through banks and building societies are very low.
At Lime Tree Financial Planning we will guide you through a tailored investment process. To ensure you understand your personalised investment plan for now and your future.
Pensions & Retirement Planning
Pensions can be complicated to understand and you may hold multiple pension schemes with no clear retirement plan.
Our aim is to help you understand and simplify your current arrangements. Whilst providing you with a manageable plan towards your retirement goals.
Protecting Wealth
It is important to ensure you have protection for you and your family’s standard of living against the unexpected.
We will guide you through the areas of your finances you need to protect and provide recommendations that fit your lifestyle.
This can take the form of, protecting your income and/or property, through to preserving the value of your estate for the benefit of your family with some inheritance tax planning.
THE VALUE OF PENSIONS AND INVESTMENTS CAN FALL AS WELL AS RISE AND YOU CAN GET BACK LESS THAN YOU INVESTED.
“We must all obey the great law of change. It is the most powerful law of nature.”
– Edmund Burke
Get in Touch
If you would like help planning for the stages of your financial life…
We offer a free initial consultation.
Please call now…