Managing your wealth today, for tomorrow.
I react proactively to what you are doing now, what you have done already and what you plan to do, for your financial future.
During the Covid 19 outbreak I am happy to talk to you face to face via Skype, FaceTime, Zoom or WhatsApp video, or any other reliable app you prefer.
Bespoke strategic solutions for individuals, families and business owners focusing on minimising personal and business financial risks, establishing a sound and flexible financial plan that aims to deliver the peace of mind provided by the knowledge that your objectives are achievable and protected from undue risk.
At ease in clarifying complex financial and associated legal issues, I focus on planning in advance, enabling you to take informed action to secure your present and future, rather than have you suddenly be faced with uncertainty in uncertain times.
The 2020 pandemic was one such instance where prior financial planning allowed his clients to feel they were better able cope with the huge uncertainties of that time.
I provide advice on a range of life and critical illness insurances, insurances against being unable to work if you are sick, and generally offering protection to the family unit if something calamitous should occur.
I find an increasing number of businesses are insuring their employees and company owners so the business can continue to trade if a key employee or business manager is no long available to contribute to or direct the business due to ill health or, sadly, death.
I focus on and specialise in the management of your money, your wealth, however invested or held, whether these are held in your name or in a pension of some sort.
What does that mean?
It means that when savers put money into a pension plan or an ISA, I examine the costs of each contract and look at the investments they hold.
Nearly all non-government pension plans today involve saving money and seeing the value of their savings grow over time to build a nest egg from which they hope to compliment the state pension in retirement.
It is common for me to find that as people have changed jobs new pension plans have been started and so they might now have 3, 4 or more pension plans in place, mostly just “sitting there” while they contribute to either their employer’s scheme, or to one they’ve taken out themselves.
The value of pensions and investments can fall as well as rise, you may get back less than you invested
Butler Financial Solutions
Butler Financial Solutions is a trading style of Rosemount Financial Solutions Ltd who are an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Rosemount Financial Solutions Limited – Registered Address: Rosemount House, 2-4 Chequers Road, Basingstoke, RG21 7PU. Registered in England and Wales. 5676603.