THE BIG IDEA

It's the light bulb moment.

You've decided to take action towards buying your dream home, to retire in the sunshine or to start investing in your future. So, you need financial planning advice.

TALK TO US

We listen to your dreams and aspirations for the future. Then, we discuss where you are now and where you'd like to be, e.g. you're planning to move house, or build a nest-egg.

DESIGN A PLAN

Having reviewed all the facts, we help you to design a plan to invest that is specific to you, affordable over the long-term and will lead you towards your future financial goals.

REVIEWS

Once the plan has been implemented, we agree to meet regularly to review your progress and to ensure you continue to use your annual tax allowances for maximum growth and efficiency.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested

 

Your home / property may be repossessed if you do not keep up repayments on your mortgage

Some buy-to-let mortgages are not regulated by the Financial Conduct Authority

Peter Holt Limited is an appointed representative of Openwork Limited, which is authorised and regulated by the

Financial Conduct Authority. Peter Holt Limited is registered in England. Registered Number 03761378

Registered office: Ground Floor, St. Michael's House, 1 George Yard. London. EC3V 9DF

©2021 Peter Holt Limited