New Year Ready - Healthy Mind, Body AND Finances?

At the start of each new year, we reflect on the past year and what we want to do better or change. And after indulging in all the Christmas goodies a detox and new health and fitness regime tends to be at the top of most of our to do lists.

But how about your finances? Do they need a health check too to make sure you and your loved ones can have a bright healthy future safe in the knowledge your financial goals are being met, or nicely on the way?

Financial Wellbeing is something close to our hearts here at Haworths Financial Services. We enjoy nothing more than helping our clients achieve their goals and watch them enjoy the other important things in life such as their families, creating a thriving business doing what they love and of course making the most of their downtime. Whilst we take care of the bit in the background that makes it all happen – the Financial Planning.

So, whether it’s a review of your pensions or retirement options, making your savings and investments work harder, tax planning or life, health, and income protection we can help!

The last two years have not been easy and with the looming interest rate increases and tax rate increases, we look at how this will impact your plans. Making use of the available tax allowances to reduce the impact of these changes is a vital part of what we do.

We really get to know our clients and what makes them tick. We then put a plan together that is bespoke to each individual, as no one situation or business is the same.

We are proud to boast a team of highly qualified Planners including specialists in technical pension transfers, mortgage advice, corporate financial planning and later life planning, and everything in between.

Our Founder, John McGregor, started the financial planning team at Haworths Accountants in Accrington in 1985 and in 2019 branched off from the accountants and now heads a very successful standalone business.

John has a wealth of experience and has developed the business to last the test of time and secure long-term working relationships for every single one of Haworths clients, who are of course at the heart of what we do.

Over the last two years we have extended our reach to cover Lancashire, Greater Manchester, Yorkshire and beyond, and our virtual meeting offering means we can provide the same high level of service to clients all over the country.

Get in touch for a complimentary New Year financial health check and see if we can help you get on your way to a bright and financially secure future. Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people. HAWORTHS FINANCIAL SERVICES LTD M Suite 7, The Globe Centre

St James Square, Accrington BB5 0RE N 01254 945945 E enquiries@haworthsfs.co.uk