Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

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Thank you so much for the review yesterday. It was very reassuring and I am very grateful for your expertise. It echos some of the items addressed in your recent Wealth Newsletter ( which I have now read fully!).It really does help to have the expert advice, especially at times of your life when your circumstances change and there is so much to deal with. It can be very overwhelming.I think it is excellent that you highlighted the financial pitfalls primarily affecting women. Seeking expert advice really does make a huge difference. Sadly, not all women are able to avail themselves of this, for many reasons.

Also, your newsletter was very readable and accessible, without needing a degree in Finance!

David discussed my financial circumstances, then reviewed and gave advice about investing my Pension pot. He explained how it was realistic option, so I retired in 2018. Since then David has monitored and given guidance about my finances, and takes the time for an annual meeting to update his records.

David has helped me the most over recent years with help on my retirement and pension options. David helped me put the right pension facility in place to support me now and in the future. David spent a lot of time with me helping to consider the different options which was so important to deciding on the right pension that would support my retirement.

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To find out more, please call us on 01296 482 423 or email us at info@ridgewaysfp.co.uk

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