Maybe it’s time for you to ask questions of your investments and overall financial position, are my investments matched to my risk profile?, are my investments performing as they should be?, am I receiving value for money on my investments, will my family be sufficiently provided for should something happen to me?
These are just some questions that you may wish to consider, and ones that Jim would be more than happy to speak to you about. With forty years’ experience in the Financial Services industry, advising and working in both Group Pensions and individual wealth management, he is sure he can come up with a solution that will help you to achieve your financial plans and goals. Jim Stewart
Even at a tender age Jim was asking searching questions – ‘Are you sure that this is the right club?’ for example.
Maybe it’s time for you to ask questions of your investments and overall financial position, are my investments matched to my risk profile?, are my investments performing as they should be?, am I receiving value for money on my investments, will my family be sufficiently provided for should something happen to me?
These are just some questions that you may wish to consider, and ones that Jim would be more than happy to speak to you about. With forty years’ experience in the Financial Services industry, advising and working in both Group Pensions and individual wealth management, he is sure he can come up with a solution that will help you to achieve your financial plans and goals.
Maybe it’s time for you to ask questions of your investments and overall financial position, are my investments matched to my risk profile?, are my investments performing as they should be?, am I receiving value for money on my investments, will my family be sufficiently provided for should something happen to me?
These are just some questions that you may wish to consider, and ones that Jim would be more than happy to speak to you about. With forty years’ experience in the Financial Services industry, advising and working in both Group Pensions and individual wealth management, he is sure he can come up with a solution that will help you to achieve your financial plans and goals.