Free financial surgeries

We are opening our doors to the local community, to provide free surgeries about preparing for and living through retirement.

Residents are welcome to drop-in every Wednesday evening at our Chesterfield Road office, to have queries about their financial wellbeing answered by our experts.

Belmayne’s four partners will be on hand from 5-7pm, to discuss the importance of having a clear financial plan in place for retirement, setting realistic savings goals and outlining issues such as tax allowances and the costs of investing.

The surgeries are intended to provide an informal, no obligation opportunity to have your questions answered about the financial planning process. We are happy to discuss any issues, from consolidating work pensions to releasing income from investments, to help those considering professional advice work out the best way forward.

Visitors are welcome to drop in at any time during surgery hours, or book an appointment in advance by calling (01246) 298181 or emailing info@belmayne-ifa.com.

Leave a Reply