Financial Advice Clinic

We have our first Free Financial Planning Clinic with Matthew Taylor, Independent Financial Adviser from Yorkshire Investment Group Ltd.

Four one hour slots are available and these will be given on a first come first served basis. New dates will be released should demand for the clinic be high and feedback is positive.

The purpose of the 1 to 1 session is to provide free advice and guidance for your business. Some of the issues you may wish to cover could include:

1. Free consultation to discuss your particular financial needs and objectives.

2. A review of your existing financial arrangements.

3. How to protect your business in the event of illness or death of a key individual.

4. How to use pensions as an effective tax planning tool and possible source of funding for business premises.

5. An introduction to lifestyle financial planning and how this can help ensure you achieve your goals in business/life.

Yorkshire Investment Group was founded in 1987 and now employs around 100 people at offices in Leeds city centre, York and Pontefract. They have gained an enviable reputation with private clients, companies and the professional community for specialist independent advice, backed by in-house expertise and research. The range of services they provide is unusually wide within their sector. Whether you choose investment management, employee benefit solutions or personal financial planning; all advice is provided in-house and tailored to meet your individual needs.

They are committed to providing the very best impartial advice, supported by high quality research and analysis. They strongly believe in ethical behaviour and transparency and never lose sight of the fact that the future of their business relies on their reputation and the recommendations of their clients and their advisers. Their staff are among the most highly qualified in the sector and their advice is both professional and wide-ranging.

They are also committed to the communities they live and work in, and their support for their nominated charities has been constant for many years.

As independent advisers they will offer you the option of paying fees for their services. They will always be transparent with their charges, but the choice of payment method can vary according to your needs and can include commission on any products arranged, or a combination of fees and commission.

Their services include Investment Management, Protection Solutions, Lifestyle Financial Planning, Pension Solutions, Mortgage Services, Private Medical Insurance, Owner Manager Financial Planning Services, Employee Benefits.

For more information please contact n.edwards@QU2Leeds.co.uk

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Please contact the QU2 Events Team for dates and to book your free place for valuable one to one advice
0113 281 6770
n.edwards@QU2Leeds.co.uk

Contact Us: 0113 281 6770

Email: qu2@qu2leeds.co.uk

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