Search
  • Stephen Fehnert

7 SIGNS YOU SHOULD SPEAK TO A FINANCIAL ADVISER


1. You're fed up with low interest rates and want your money to work harder.

2. You're about to receive a windfall.

3. You're not sure you'll have enough money in retirement.

4. You've got a regular monthly income to invest.

5. You want to leave a legacy to your family.

6. You're considering starting or expanding your business.

7. Others rely on you. How would your family cope if you were seriously ill or if you died?


12 views

Recent Posts

See All

Vulnerable Client Policy

It is complex to identify a vulnerable client as there are many different situations; the vulnerability may not be permanent and not everyone becomes vulnerable in the same way. Clients could potentia

Looking after your family's future

Here we look at some situations where clients comfortable with the associated risks could benefit from Business Property Relief-qualifying investments for inheritance tax planning. Nothing should be t

Privacy Notice

This privacy notice explains how we use any personal information we collect about you. What information do we collect about you? We collect information about you when you engage us for financial plann

Christopher Stephens Financial Services Limited is a company registered in England and Wales. Registration number 09623675. Christopher Stephens Financial Services Limited is an Appointed Representative of Lyncombe Consultants Limited, which is authorised and regulated by the Financial Conduct Authority.