Since today is World Financial Planning Day we thought we would highlight the excellent service provided to our Members by Forces MoneyPlan
Since launch, over 224 of our Members have requested a financial guidance session to date, and here's just some of the feedback received.
Member Case Studies:
“Thank you for your clear and comprehensive summary of our recent discussion on family financial matters, my wife and I found the whole process most helpful and greatly appreciate the time that you devoted to our concerns. We now need to refine our thinking and put more ‘flesh on the bones’ to devise an action plan, always mindful of the approaching tax year dead-line"
Monetary implications in respect of emigration: “The guidance received exceeded our expectations, thank you”.
Mortgage: “The adviser put me in touch with a firm who deal with the areas of tax I was looking for. The consultation was very useful and I will use Forces MoneyPlan again in the future once my house sale has gone through.”
Tax implications regarding new posting: “The teleconversation was great, the adviser provided ideas and a sounding board.”
“It’s a great initiative and big thanks to Forces MoneyPlan”.
“Thank you for your very helpful advice yesterday. I subsequently contacted my bank and they have sent me paperwork on their retirement account investment options which I am currently reading.”
General Financial Healthcheck: “I’m capable of researching the market so guidance is mainly to get some tips and remain savvy. I enjoyed the adviser’s meeting, he was professional and pleasant and very helpful overall – thank you!”
Financial Adviser feedback:
“Mr X was happy to talk to a later life adviser who could assist him in providing care fees for the future”
“I believe Mr X was impressed with the guidance I shared with him. I think he was quite surprised to find out about the impact of inheritance tax on his estate.”
- Financial Guidance was also offered in respect of:
- Re-allocation of Trust Funds
- Long-term Care
- Options and considerations regarding equity release and retirement mortgages
If Members would like to find out more about this service click here