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Online Financial Health Checks with Annika Grizzell

We find ourselves in quite unprecedented times and manage a very different day-to day-routine than we are used to.

Many are starting to get through those ‘to-do’ lists which probably includes a spring clean of the house or garage. Others have less time as they have taken on additional responsibilities. Some are inspired to get a bit more active having no commute for the day.

With so much change, peace of mind is as important as ever and that includes financial health. Knowing you are in good financial health is as important as having a healthy body and a sound mind.

How are your finances shaping up?

If you would like some guidance and help with financial matters, we are running a number of "Online Financial Health Check" appointments for people who want to review their financial health. This may be for you and your family, or as part of wider business planning.

Typical areas being covered in these discussions include:

  • Day-to-day living expenses
  • Looking at protecting you and your finances
  • Planning for retirement or saving for your children’s education
  • Maximising tax relief each financial year
  • Supporting your business plans

These no-obligation appointments tend to last approximately 1.5 hours, depending on your personal situation and needs.

Moments like these put things into perspective. Isn’t it time to put the right plans in place for you, your family or your business?

Contact us at www.annikagwm.co.uk or on 07799 654703

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Annika Grizzell Wealth Management Swindon

Annika Grizzell Wealth Management

Offering a quality financial advisory service to individuals, families and businesses through online and face to face meetings.

Mere Cottage , 40 Latton , Swindon, Wiltshire, SN6 6DS

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