Chevening Financial are Independent Financial Advisers, established in 2008; I’m Jenni MacDonald and a Chartered Financial Planner working within the Uckfield area.
I specialise in pensions and retirement planning. Working with clients to help them to clarify the arrangements they currently have in place, and creating a plan to help them to achieve the future they desire.
So many people look forward to retirement but don’t spend a great deal of time thinking about what it will actually look like and if they’ll have enough money to do all they want to do. By having a strong financial plan in place there is a much better chance of achieving the retirement you want, and maybe even being able to get there sooner than you expected.
For people some way from retirement, it’s important to start saving. Business owners have a great opportunity to save via their Ltd companies, also saving corporation tax in the process.
For people approaching retirement, the options can be confusing. It’s important to seek advice to ensure that you achieve your desired income in the most appropriate and tax efficient way, and to ensure that income will be sustainable for the rest of your life.
My clients choose to work with me because I am professional and approachable. I am good at making complex situations easy to understand, and I always put my client’s best interests at the heart of my solutions.
For a refreshingly different approach to financial planning, please call 07917 855714.