Mazars have supported this national initiative, led by Chartered Institute for Securities and Investment (CISI), for nine years now, offering free one-hour consultations to individuals across the UK.
Book your free consultation today
These consultations are for those who would like to discuss their personal finances, whether that’s retirement plans, savings and investments, optimising tax efficiency, or protecting their family’s financial future.
Consultations can be held via Zoom or Teams. Please note consultations do not have to take place during the week of the 11th to 17th October but at a time that suits you.
Whatever it is that you’re aiming for in your retirement, it helps to consider your options as early as possible. There’s no reason to leave anything off the table – with the right planning and support, you can set your goals high, knowing that you’ve got a solid plan of action to achieve them.
We all know that planning for the future is vital in order to achieve future goals and ambitions, and negotiate the financial hurdles that will inevitably arise throughout life. However, not all of us have the time to devise and execute an ongoing financial forecast, with all the complexities that can entail.
We allow you full control over your risk appetite, with a range of investment options designed to achieve optimal return, no matter your preferred style.
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