As we enjoy this weekend’s Easter bank holiday, and look ahead to the end of the tax year next week, there will be some changes to our consultants’ availability.
Don’t miss out on your opportunity to boost your retirement savings ahead of key deadlines by speaking to a member of our advisory team.
The changes to our office opening hours during this period are as follows:
Saturday 30/03 – 10am to 4pm
Monday 01/04 – 10am to 4pm
From Tuesday 02/04 to Friday 05/04 – 8am to 8pm
Saturday 6/04 – 10am to 3pm
Sunday 07/04 – 10am to 3pm
How we can help
Our team of consultants is always here for you, so you can make the most from your savings and investments. So here’s how we can help:
Talking through your options – We recognise that each of our account holders has a unique set of goals and objectives. Our team can help tailor a savings and investment strategy that matches your needs.
Guidance on retirement planning – Planning for a more comfortable life after leaving work is something that’s becoming increasingly important for Moneyfarm savers. If you’d like any guidance on saving for your retirement, we can help guide you on the best course of action.
An investment strategy aligned to your timeline – If you have a specific time horizon in mind, be it a 5-, 10- or 20-year time frame, we will guide you on the best investment strategy that looks to optimise returns according to your specific time horizon.
Assessing your risk profile – Each of our clients will have their own specific attitude to risk, and that risk appetite can change over time, depending on where you are on your financial journey.
If you’d like to speak with a member of our team ahead of these crucial end of tax year deadlines to better manage your finances, you can call, email or book an appointment online at any time. A member of our team will be happy to discuss all your options, goals and investments, to support you in making the most of your savings. So please don’t hesitate to get in touch.
*As with all investing, financial instruments involve inherent risks, including loss of capital, market fluctuations and liquidity risk. Past performance is no guarantee of future results. It is important to consider your risk tolerance and investment objectives before proceeding.
