Wealth Advice for Legal Professionals

Helen Blackburn Director Oaklands Wealth Management

Whether you practice as an employed or self employed barrister or solicitor, we know that your time is in short supply. Perhaps so much so you haven't had time yet to catch up on all the pension changes and some of the following situations may sound familiar:

* Possibly lying at the bottom of your briefcase are papers you've been meaning to tend to for some time, though they naturally come second to those of your clients?

* Often you have so little time to give to your own financial affairs that it is only a deadline that prompts you to act, perhaps the end of the tax year?

* You may have a sneaking suspicion that you are not making the most of your income put aside for investments and pensions, and don't really know where you stand?

Whilst being more organised personally is often an aspiration for us all, it may not be a reality without some expert help. A personal assistant for your finances could help immensly, someone to help with the ongoing provision of financial information to your accountant or HMRC, choosing a provider and investment strategy for your pension and investment arrangements. Oh and perhaps that SIPP that could be a good idea?

Well you probably don't want to employ a full time personal assistant but there is another option:

My Personal Offer To You

Imagine what it would feel like to have all your investments and pensions totally sorted out in one place by an adviser who takes time with you to assess where your concerns are, explore the options available, and explain everything in a simple way that gives you back control?

I'd like to make you an offer. So many people find that they simply need to chat over their situation without feeling that anyone is selling to them, so my offer is to give you 20 minutes of my time for you to discuss all or part of your financial affairs that are currently on your mind.

Apply For My Free 20 Minute Telephone Consultation

My diary gets very full so don't leave it too long!

I look forward to speaking with you very soon.

Helen

Helen Blackburn BA (Hons) CertPFS

P.S. Of course you may not be ready to chat right now, so if you would rather see what ideas I can give you by email please leave me your details below and I’ll be in touch with some leading thoughts on how to build and protect your wealth.

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