4 St Mary's Street
Contact: Mr Chris Wheeler
Tel: 01989 565 577
Mobile: 07974 255279
Fax: 01989 568 185
Have you any concerns regarding any of the following issues?
Maintaining your income in retirement?
The erosion of your pension fund through high charges?
Are you about to retire and require advice on your pension options?
Will you be leaving a legacy to the state as well as your family, due to inheritance tax?
Are your ISAs/Peps investments not performimg as expected?
Have you invested in one of the closed With Profits funds currently earning little or no bonus? (E.g. Pearl/Sun Alliance etc).
Is your family protected in the event of your death or illness?
Need advice? We can help!
For regionally based, independent advice you can trust.
Talk to; Independent Solutions. (Ask for Chris Wheeler)
Montague House, 4 St Marys Street, Ross -on-Wye. HR9 5HT
We can work on a fee or commission basis, and this is covered at the first interview which is free of charge.
The practice offers advice to clients in Herefordshire, Gloucestershire, Wiltshire, Gwent & Powys. With 5 advisers who have a combined experience of 85 years in financial services we are well qualified to help you with most areas of financial planning.
For a free and without obligation initial interview,
Contact Chris Wheeler MLIA (dip) on 01989 565 577 or 07974 255 279