Utopia Group Financial Planners are delighted to be sponsoring Liversedge Cricket Club this year and wish all the teams all the best for a successful season. As part of our ongoing relationship with Liversedge Cricket Club, we would like to offer all members a free initial financial review and basic financial plan (worth up to £250).
This is the perfect time of year to be reviewing your finances, aims and objectives. Making decisions at the start of the new tax year can help you make the most of the tax-efficiencies available to you.
We can help with:
- Investment Portfolio Planning
- Lifetime Cashflow Planning
- Pension Consolidation
- University Fees Planning
- Inheritance Tax Planning
- Life and Critical Illness Cover
- Estate Planning
- Retirement Planning
- Business Protection
- Income Protection
- Wills and Power of Attorney
- Tax-efficient Capital Savings
Just call 01924 235357 for an appointment or pop into the office on Roberttown Lane. Make sure you bring with you this voucher so we can make sure you get your free 2-hour consultation.