75point3 - Private Investor

Savings and investments Are your savings working as hard as they can for you and your family? Even if you’ve taken financial advice in the past, are your arrangements suitable now your life has moved on? Everyone’s situation changes over time, and it’s important your savings and investments stay in step with your circumstances and goals. Good quality advice is recommended in order to find suitable solutions for you. Our team will spend time getting to know you, talking about your attitude to risk, investor experience and capacity for loss and making sure your savings and investments match your future aspirations. We review things regularly, and give you access to our online personal finance portal where you can view your assets whenever you wish. Our independence matters. It means we can recommend products from a wide range of providers across the whole of the market. So whether you’re in the early years of your family and career or you’re approaching retirement, your savings and investments will fit the bill. Planning for retirement In a world full of uncertainty, making sure you have the finances to enjoy your retirement is a goal many people share. But will you have the funds to live the life you want? Making choices earlier in life is key to planning for retirement, and getting high quality financial advice is essential. The first step for our expert team is to talk about your plans, aspirations and goals, and discuss the ways you could achieve them. Many people already have pension arrangements, so we review your current provision and explore the options available. Because we are independent, we have access to pensions and other products across the whole of the market. Your solution will always be tailored to your situation and the life you want to lead. Then when you reach retirement, we help you decide what to do with your funds. It’s a big decision, but with our help, your retirement will be the one you always planned. Protection solutions We all want to protect the things that matter to us most. That includes our home, our standard of living, and most importantly, our family and loved ones. Life is full of uncertainties and being prepared for every eventuality means carefully planning ahead. Insurance products can help give financial protection, but with so many products on the market, how can you be sure you’re choosing the suitable ones? As independent financial advisers, we have years of experience guiding people like you through the options available, selecting insurance products from across the whole of the market including life insurance, critical illness cover, key person cover and much more. We take time to get to know you, and work with you to recommend the solutions that meet your needs. With appropriate insurance products in place, you can get on with life without worrying about what the future has in store. Introducing 75point3 Our team understands how to plan for life’s challenges and make sure you’re ready for them when they come. By getting to know you and helping you decide on your goals, we can create a financial plan tailored to you and your future. So although lots of things in life are uncertain, we help you to bring more certainty to your financial security. We are ready to help We are Chartered Financial Planners with many years of experience We get to know you, tailoring a solution that meets your needs We help build long-term financial security for you and your family Our team is friendly, approachable, and gives clear, comprehensive advice We break down jargon so you can always make informed decisions How can we help?