Time to plan for the year ahead

North Devon Gazette

Happy new year to everyone in North Devon and Torridge from all of the team here at Town and Country Financial Advisers!

For many people, the new year brings an ideal opportunity to make changes and to set goals for the year ahead, including reviewing your finances and setting vital objectives for the coming 12 months.

Here at Town and Country Financial Advisers, our offices and staff in Barnstaple and South Molton are ready to assist with all your financial goals for 2022.

One of your largest monthly outgoings each month can often be your mortgage payment, so reviewing your mortgage regularly can ensure that you are accessing the most competitive deals available, potentially saving you money each month.

Our expert mortgage advisers are able to provide tailored advice in this crucial area and can assist with both residential mortgages and buy-to-let mortgages.

The new year is also a great time to think about the future, whether it is saving up for a deposit for your first home, setting up regular savings for your children or alternatively thinking about saving for your retirement. Our highly knowledgeable financial advisers stand ready to assist you with assessing your current situation and to provide a personalised solution for your very individual saving requirements.

Another factor you may want to consider is reviewing any existing investment arrangements you might have.

This will help you to ensure the performance of your investment is reviewed, alongside checking to make sure that the funds you are currently invested with are in line with the level of risk you would like to take with your nest egg.

Here at Town and Country Financial Advisers, we are able to review any investment arrangements you might hold, alongside offering you the option to set up an ongoing service to regularly review and to keep on top of your arrangements.

If you would like to book a free initial consultation with absolutely no obligation, please do not hesitate to call our office on 01271 458121 or email info@devonfinancialadvisers.co.uk.

Our staff will look forward to assisting you in 2022, whatever challenges it may bring.