Have you ever put off going to the dentist because you thought it was going to hurt?
delayed joining the gym because you wanted to ‘lose a few pounds’ first?
I think it’s the same for financial advice.
Maybe you think I’m going to try to sell you a financial product?
You feel embarrassed about your previous financial decisions?
There are many reasons why people put things off but every journey starts with a first step.
If you would like to meet for an informal chat over a coffee to see if I can help please complete the form below or give us a call.
For people with mobility issues I am more than happy to visit you in your own home with other family members present.
Clearwater Financial Planning
10 Chapel Lane, Longton, Preston, PR4 5EB