How can we help you?
At Martin Roden Financial Services we are able to advise on many aspects of your Financial Planning. Whether you would like a full financial review or just have a specific area of advice you would like to ask about, we would be pleased to talk to you and see how we can help.
The advice we provide is personal to your situation and based on us getting a full understanding of your current financial situation as well as your financial objectives.
We offer advice in the following areas:
Investment Planning
Whether you have a lump sum to invest, regular savings or want advice on existing investments, we are able to advise and assist you with this.
The value of investments and income from them can go down as well as up. You may not get back the original amount invested.
We offer a range of services to help you meet your investment objectives. We provide independent investment advice which we will discuss with you as described in our important information about our services document.
Retirement Planning
Whether you want to start saving for retirement, review your existing pensions, or you are about to retire, we are able to advise and assist you with this.
A pension is a long-term investment. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. The value of investments can fall as well as rise and you may not get back the amount originally invested.
We offer a range of services to help you meet your retirement objectives. We provide independent investment advice which we will discuss with you as described in our important information about our services document.
Protection Planning
Whether it is protection in the event of death, critical illness or income protection, we are able to provide advice, obtain competitive quotes and make arrangements for you.
We are able to provide advice on products from a range of insurers based on a fair and personal analysis of the market for Life Assurance, Critical Illness Cover, and Income Protection Insurance.
These plans will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse.
Long Term Care Planning
The need for people to obtain and fund long term care is increasing.
We are able to help our clients and provide advice on ways of meeting their care costs.
