Financial Advice

Our Financial Advice service will give you a structure to build your financial freedom. We help you develop a balance between a comfortable life now and financial freedom later.

Our financial advice service offers you a quality service focused on one or more of these areas:

  1. Pensions — retirement and post retirement advice
  2. Investment & Savings — short, medium and long term including Ethical Investing
  3. Protection for you and your loved ones
  4. Buying a home, mortgages and mortgage protection
  5. Estate planning — keeping your money in the family.

You benefit from our 6 stage advice process:

  1. Establish your goals — short medium and long term
  2. Work out and document your current financial and personal position
  3. Analyse your details and produce a recommendation to meet your goals
  4. Meet with you to discuss our recommendation (this can be done online if preferable)
  5. Implement what you agree from the advice provided
  6. Monitor the progress and adjust the advice to meet new or different goals.

Financial Advice focuses your resources so that you can start to take steps towards financial freedom. You receive advice from a fully qualified and highly skilled and experienced adviser.

Client Story

Margaret and Brian

Margaret and Brian first met when they were in school. They become a couple at age 16 and married when they were 38. Margaret…

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People often ask us what exactly NTM do for our clients; what is a financial planner and how can you help us? Is financial advice just about investments and pensions? How can it help me to get to where I want to be? Why do I need financial advice? Please watch our video below.