- National Friendly Financial Solutions Stand A6 -
www.finsol.org
National Friendly Financial Solutions can provide you with professional financial advisory services. Ranging from a one off piece of advice to an ongoing service, we tailor our advice to your lifestyle, your needs and your personal circumstances.
Working as an independent financial adviser adds significant value, as no two people are the same. Over time inevitably your needs will change, and so choosing an adviser for your financial planning is one of the most important decisions you can make.
We understand the importance of delivering a personal and customer focused approach to our advice, supported by market leading technology. Our vision is to provide financial solution personal to you.
For new clients we recommend that a full review is carried out to form the foundation of our relationship. This can include such areas as:
Pension and retirement planning
Tax efficient investment planning
Protecting you and your family
Trust and estate planning
Long term care
Working as an independent financial adviser adds significant value, as no two people are the same. Over time inevitably your needs will change, and so choosing an adviser for your financial planning is one of the most important decisions you can make.
We understand the importance of delivering a personal and customer focused approach to our advice, supported by market leading technology. Our vision is to provide financial solution personal to you.
For new clients we recommend that a full review is carried out to form the foundation of our relationship. This can include such areas as:
Pension and retirement planning
Tax efficient investment planning
Protecting you and your family
Trust and estate planning
Long term care
ATTEND THE SEMINAR - The friendly way to make sense of your money
Saturday 16th May, 2.30pm Seminar Theatre
Rachell will give an overview of ‘how do I fund the good stuff in retirement’. This will be an informative and plain English view of your options from cash in the bank to getting the most out of your pensions and investments. We welcome everyone who is interested in finding out a bit more and / or is confused about all of the different options. We will also take questions from the audience or you can visit us on the stand.
Rachell will give an overview of ‘how do I fund the good stuff in retirement’. This will be an informative and plain English view of your options from cash in the bank to getting the most out of your pensions and investments. We welcome everyone who is interested in finding out a bit more and / or is confused about all of the different options. We will also take questions from the audience or you can visit us on the stand.
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Rachell Elliott, Independent Financial Adviser
Rachell has been in the financial services industry for over 25 years. Her focus has been providing holistic advice in a simple straightforward way. Over the years Rachell has developed a wealth of knowledge in many different areas of financial planning, specialising in later life provisions and is also a pension specialist. The key to what makes National Friendly Financial Solutions tick is very simple, we are friendly people who provide personalised advice. We quietly go about our business of helping people manage their financial lives, and we value customers and staff equally. Our staff are highly trained, experienced, patient and deliver excellent levels of customer satisfaction. There will be someone you can speak to who will help you personally and make sense of your specific requirements. |