News & Blog

3 unmissable financial planning tips for couples taking things to the next level

When you meet someone truly special, almost everything in your life can change. From your daily routine to your long-term goals, all of a sudden your significant other is woven into the fabric of your life. As the two of you are making plans for your future together,...

Guide: Everything you need to know about annuities when creating a retirement income

When you retire, you will often have a range of choices available to you about how you access your pension. One such method is an annuity, which could provide you with a reliable income. If you’re not sure how annuities work or if they could be right for you, this...

Investment market update: January 2024

While a new year started, many of the key factors affecting economies and markets in January were the same as those in 2023, namely high levels of inflation and recession fears. The World Bank warned the global economy is set to slow for a third successive year in...
Investment market update: January 2024

Investment market update: January 2024

While a new year started, many of the key factors affecting economies and markets in January were the same as those in 2023, namely high levels of inflation and recession fears. The World Bank warned the global economy is set to slow for a third successive year in...

8 fascinating biopic films you can watch right now

8 fascinating biopic films you can watch right now

Biopic films are a brilliant way of learning more about your favourite historical figures. Packed with drama and fascinating insight into the lives of icons and celebrities, they can be a source of endless entertainment as well as the ideal way to delve into the past....

Trust

First and foremost, it’s about trust. We can get together, have a coffee and see whether we think we can work together and whether I can add value to your financial planning.  If you don’t think we’re a good fit that’s fine, there’s no pressure or obligation to continue and there’s no cost involved.

Discuss

If you want to take it to the next step, we’ll talk about you. Your ambitions, your plans but also your concerns and worries. We’ll take some time to discuss what you’d like your future to look like. We believe that we can’t advise you on your money until we really understand what you want to achieve.

Plan

Once we do understand, we can start to build your future from a financial perspective. You’ll be involved all the way; after all, it’s your life and your plan. We just crunch the numbers.

We have been with Gavin for well over a decade. His friendly, patient and thorough approach to planning and explaining things to us is very reassuring. We regularly go through the current state of our financial situation with Gavin and value the on-going, personal advice.

Get in Touch

Saxon House, 27 Duke Street, Chelmsford, CM1 1HT

01245 984546

hello@solusfinancial.co.uk