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Free Full Financial Review on your Pension
12th June 2019
Midlothian and East Lothian Chamber of Commerce, in conjunction with Guthrie Wealth Consultancy are delighted to offer members the opportunity to receive a free, no obligation report on their current and legacy pensions.
Guthrie Wealth Consultancy are a well-established financial advice firm based in Midlothian. Their professionalism and expertise primarily in pensions, investments and both business and personal protection has seen their business grow significantly over the years.
Being a long-standing member of the Mid & East Lothian Chamber of Commerce has helped in developing the business and they enjoy engaging with fellow business owners in the local area. As a valued member of the Chamber, They would like to offer fellow members a full financial review at no charge, this service would include assessing the suitability of your current and previous pension schemes along with any investments that you may hold. The pension world has changed significantly over the last few years giving members a great deal of options and choices to be made both while accumulating a pension and at retirement itself.
Face to face advice is paramount to their service and building relationships where your bespoke objectives are identified and focussed on in a personal manner.
They can identify various opportunities for using your business to help fund your retirement and protect you whilst working in a tax efficient manner. They experience of working with other professionals has seem our knowledge and network grow to the benefit of our clients.
Contact Details: www.guthriewealthconsultancy.co.uk
0131 202 6266 / 07470245345