PROTECTING YOUR FUTURE DOESN’T HAVE TO FEEL OVERWHELMING

When you’re running a business, you can get caught up with everything it takes to protect the business. Making sure you’re taken care of personally often takes a back seat.

We know some elements of financial planning can feel like the elephant in the room. Life insurance, pension plans, inheritance tax. We’re here to provide you with trusted advice, so it never has to feel like a scary afterthought.

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Let’s talk about

THE BIGGER PICTURE

Step back from the day to day stuff and take off the business owner hat. Spend some time thinking about your goals for yourself and your family.

We’re proud to partner with local legends Mistry & Sons, who are experts in the most important financial planning.

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Your Mortgage

Gain access to a range of providers and offload the stress the paperwork

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Life insurance

Be reassured your loved ones will be taken care of if you’re no longer able to provide

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Pension planning

Secure a comfortable retirement for yourself and your family in line with your business goals

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Your estate

Find out the best way to manage your assets now to save your loved ones from an inheritance tax bill in the future

YOUR LIFE, YOUR PLAN

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No two people’s circumstances are the same. Getting expert advice on your specific circumstances is vital for seeing your life through the way you want to.

At Golding we’re an honest bunch, and we’re happy to admit we’re not experts in everything! We work directly with Rik at Mistry & Sons, who we trust to take care of you with integrity and professionalism.

“Rik really handled the purchase of my new property with total professionalism and was always on hand to give me advice or some reassuring words!”

– Kevin Cleary, Optio

How it will work:

You get in touch

1

We’ll contact you for a no obligation conversation to see how we can help you plan for a secure future

2

Together Golding and Mistry & Sons will discuss the elements of your financial planning to make sure you’re getting the best support. Information is passed between us as efficiently and securely as possible.

3

There are no set fees, as it all depends on complexity and amounts borrowed or invested

4

Start getting support for the things you care most about

Fill in this form to book an informal call with Rik

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Golding Financial provide their services via Mistry & Sons Ltd

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Mistry & Sons Ltd