About Upper Street Financial Planning
At Upper Street Financial Planning, I am focussed on helping you understand and plan for your financial future. I also make personal recommendations for investment and pension plans, insurance contracts, and lifetime mortgages.
It may be that you are planning for your financial future as you reach retirement age, that you have a lump sum to invest, or that you want to increase your income or pay for care fees in later life. Whatever your requirements, I will present all the options open to you and help you identify which is best for your personal situation, ensuring that you have and understand all the information you need to make an informed decision.
Over many years, I have helped clients to:
- Plan and save for their retirement
- Invest for growth or income
- Manage inheritance tax liabilities
- Use equity release to increase their retirement income or improve their children’s finances
- Pay for care fees for themselves or their loved ones
Contact me today to begin your journey – I look forward to hearing from you.