We have a free financial plan for you (worth £500)

Published: Thu, 06/29/17

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MoneyMagpie

Hi

With 2017 already dubbed the ‘year of uncertainty’, having a financial plan in place is more important than ever if your savings are going to thrive.

To help we’re working with VouchedFor to offer 500 Free Financial Plans (typical price - £500) to MoneyMagpie readers.

The plans are most valuable for people keen to grow their pension pot, help their kids financially, reduce their tax bill or just make sure there are no glaring errors among their investments.

Each bespoke Financial Plan provides:

• A summary of your financial situation goals and timeframes

• A net worth calculation and cash flow forecast, see if you’re on track!

• Investment check. Tips from a 5* IFA on your current investment mix

• Tax saving ideas. A list of ideas to reduce your tax bill

Written by one of the UK’s highest-rated independent financial advisers, your plan will help you ensure your money is in the right places in the year ahead.

Claim My Free Financial Plan

The plans are available on a first-come first-served basis. To find out more information about VouchedFor and the free Financial Plans click here

Best wishes,

The MoneyMagpie Team

 

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