SO what's the 'truth about money?'
Strange question you may think from one of Ipswich's very best independent financial advisors. But it's one that would open many people's eyes . . .
Welcome to Carlton Smith & Associates, one of Suffolk's most professional independent financial advisors, based at Akenham, near Ipswich.
Independent means we work for our clients, as opposed to an insurance company or group of insurance companies.
So what makes us different? . . .
Well we cover all areas of financial planning, as you would expect from one of Ipswich's very best independent financial advisors, but most importantly we discuss what we call the ‘truth about money’.
Many of you will have experienced insurance sales people who just want to sell you another product. They will sell you a pension based on what they think they can persuade you to do, rather than based on what you should do.
How do they know what you must buy . . . if they do not know what your lifestyle will be like in the years ahead?
Here at Carlton Smith & Associates, Ipswich, we have invested heavily in software and technology to be able to offer this scenario to our clients.
We start very crudely by looking at your financial situation as if it’s a bucket and yes, you would be amazed how many people haven’t got a clue as to how much they spend on a monthly basis.
By doing this, we have a good idea of what your income, expenditure and cash assets will be like, not just today, but over the coming years and with regular reviews (which most IFA’s don’t do) we are able to make real progress in getting your financial planning correct.
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Remember you can either . . .
PLAN TO FAIL
or FAIL TO PLAN
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Our services include:-
- Life and critical illness cover
- Mortgages
- Private health insurance
- Sick pay for those not covered (e.g. SSP or self employed)
- All types of pensions
- All types of investments
- Inheritance tax planning
- Income tax recovery planning
- And Offshore investments and tax planning (this is a very specialist area)
Financial planning needn't be a minefield, you just need the right people showing you the right options, not just for today but for the future.
And here at Carlton Smith & Associates, Ipswich, Independent Financial Advisors, we can do just that
Professional independent financial advice from one of Ipswich and Suffolk's most professional independent financial advisors
Contact us on our numbers here on the Best of Ipswich to discuss with us your financial and planning needs
When you contact Carlton Smith & Associates, tell them you saw their feature here on the Best of Ipswich