Most people are often too busy to keep abreast of their financial affairs and their investments performance. At Blythe Financial we realise this and can offer you truly independent advice, in a professional and experienced way. We are able to offer advice on not only the “off the peg” products from the major financial institutions but we are also able to advise on other more bespoke arrangements.
We have good relationships with the majority of key providers of products and are always researching new products and including them in our discussions with our clients.
We can assist you with a number of different scenarios which include:
- Wealth Management
- Investments and Savings – in cash or non-cash investments
- Life Assurance
- Income Protection & Critical Illness Protection
- Retirement Planning
- Inheritance Tax Planning
- School Fees Planning
It is not always necessary to meet with you face to face but of course we would prefer to meet with you personally. We can work via the telephone or e-mail or by post if you prefer, and we are happy to visit you at your home.
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FINANCIAL PLANNING >