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LGBT Money will introduce you to a Financial Planner.

Each Planner is qualified to give advice on a wide range of financial issues ranging from personal insurance to mortgages to investments and tax planning.

 

All the Planners we work with are Chartered. This means they are at the top of their profession in terms of their qualifications and because they are part of the LGBT Money network we also know them to be positive to the LGBT community as a whole.

 

During your consultation your Financial Planner will look carefully at your finances taking in all your assets and expenditure and will make recommendations on what you should do to gain maximum benefit. Your Financial Planner will look at short, medium and long-term finances for you.

You can expect to have regular contact with your Financial Planner on a basis that you will agree with them. This is to ensure they can respond to any change in circumstances for you and to help you react accordingly.