Financial Planning Services for Businesses and Business OwnersProtection, Planning and Investments
All financial planning fees are agreed with you before we begin, so you’re aware of the cost before you commit.
We are delighted to announce that Freedom in Numbers can now also provide you with high quality personal financial planning advice through Freedom in Numbers Financial Planning, to complement our existing accountancy services. To ensure our high-quality customer service continues Kelly Pardoe, who is a long established Independent Financial Adviser, has joined us.
Whether it is Retirement Planning, Pensions, ISAs, Investments, Mortgages, Protection (life insurance, mortgage protection, income protection and business protection) or inheritance tax planning that you require, Kelly will be able to help.
The importance of financial planning
We understand the importance of the trust and high service delivery that are necessary to support financial planning and a long-lasting client relationship. We believe that it is important to offer our clients a broader service than just the traditional accountancy practices.
Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. Family Security: Providing for your family’s financial security is an important part of the financial planning process.
- Keyman Protection
- Shareholder Protection
- Executive Income Protection
- Group Medical Insurance
- Group death in service
- Group income protection
Pension Scheme – Do you have a pension scheme? Do you receive advice? is the business and the individuals protected correctly? Again, we can offer a financial business review.
We also have an in house mortgage team, have you had a mortgage review recently? Concerned about interest rates? We can offer a review of your current mortgage arrangements.
Kelly is an experienced holistic Independent Financial Planner covering the Yorkshire area. She has 21 years experience in Financial Services, the last 16 being within an Advisory role.
“My aim is to help people take control of their financial planning, by working with our clients, to empower them with information, education and understanding, and then applying it to help them achieve their unique financial planning goals.
I have a very clear view of what clients need and want from an Independent financial planning company and it is in these views I believe we are very different from our competition”
If you would like to discuss the benefits of a tailored financial plan or any financial challenges you are currently facing, please contact me on: 07541 375659, or email firstname.lastname@example.org.
Are you correctly protected? especially if you still have a mortgage and are still working. What would happen if you died or fell ill / had an accident? Areas include:
- Life cover
- Critical Illness / Terminal Illness cover
- Income Protection
- Private Medical Insurance
Do you have money in cash that isn’t growing? Have you considered investing for higher potential growth? Or do you have investments already but are not sure if the funds are right, are not sure if the charges are reasonable and or don’t receive advice? Areas include:
- Investment Bonds
- General Investment Accounts
- EIS / VCT schemes
Are you aware of the new pension freedoms and options in retirement? Do you have pension plans, but are not sure if the funds are right, or are not sure if the charges are reasonable and or don’t receive advice?
Do you have an IHT problem? Do you know your options? And ways to reduce this or possibly plans that can remove the IHT? Areas include:
- Short, medium and long term plans
- Whole Of Life Plans
- Enterprise Investment Schemes
What Our Customers Are Saying
Don’t just take it from us, let our customers do the talking!
“I have had financial advice meeting with Kelly Pardoe, it was brilliant, she made the complex simple, which I think is really important, and has given me the confidence I was lacking when it came to the financial side if things – nothing was too much trouble. If you are looking for Financial Advice I would highly recommend meeting with Kelly – I cannot speak highly enough of her”
“Our pension plans were a mess, and we’d put off sorting it out for far too long. Kelly was great and got it all tidied up with no fuss. It was all straightforward and easy in the end”