FREE, NO-OBLIGATION FINANCIAL HEALTH CHECK
Make 2017 the year you make the most of your finances and take advantage of our FREE, no obligation financial health check to see how Harris Begley can help minimise your monthly expenditure and make your money work harder for you in the year ahead.
Visit us in our Truro office or our Penzance head office for a completely free consultation and we will assess your financial circumstances – your pension, mortgage, investments or any aspect of your finances you would like to discuss. Your financial health check is designed to look at ways of optimising your savings, minimising your expenditure and helping you to plan and achieve your goals for both the present and the future…
We follow a straightforward process which analyses your income and expenditure and identifies how you balance these short term demands with your longer term aspirations. This includes building contingency reserves into your cashflow to ensure you can deal with any unforeseen events which may arise.
To book your free, no obligation initial consultation, please contact Harris Begley on Tel 01736 366550 or email firstname.lastname@example.org
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Stocks and Shares ISAs invest in Corporate bonds; stocks and shares and other assets that fluctuate in value.
Investors do not pay any personal tax on income or gains, but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA managers.
Tax treatment varies according to individual circumstances and is subject to change.
Past performance is not a guide to future performance.