Pensions, investments, insurance…
… they hardly conjure up a world of excitement, do they? Still, we all need them in some capacity at various stages of our life. but who do you speak to? Who is best qualified, who will give you an honest opinion and how much will any advice cost?
Here at cansquared ltd…
… we will tell you what our advice process looks like and how much we will charge for our services. No smoke and mirrors stuff, just honest client-focused advice and transparent charges.
Securing your future is not really about financial products; it’s about your dreams, concerns and priorities. So let’s concentrate on that shall we, and let us worry about finding the best way to address them.
If we’re to work together then our relationship will probably start with a telephone conversation – at this point you can tell me about your thoughts and concerns and I’ll give an honest opinion on how I think we can help. If it’s appropriate to arrange a meeting at this stage, then we’ll get our diaries out.
When we meet there will be lots of listening from me so I can then offer my advice and potential solutions to your needs. I’ll want to know about you and what you have to say. I may also do a little talking myself; how does that sound?
If you want or need to think about…
… saving for something special or funding for your retirement, then we can help at Cansquared.
If you want to make sure that your or your family’s future is secured in the event of something unfortunate happening, then we can help with that too.
If insurance is the solution, then we can advise you on life insurance and critical illness insurance. If it’s tax efficient savings you’re seeking, then we can advise on things like ISAs and other types of investment.
If planning your retirement is your priority, then we can advise you on your pension options.
And if you’re already approaching retirement and looking for the best benefits for you, then we can advise on all sorts of annuities and income drawdown options too.
So whether you know what you need or you haven’t got a clue, simply contact us and take the first step to see how we can help you.
Cansquared Limited is authorised and regulated by the Financial Conduct Authority. FRN 927062. Cansquared Limited is registered in England and Wales No. 8452816. Registered office: 24 Old Mill Ridge, Wadsworth, Hebden Bridge, West Yorkshire HX7 8RT