Make your money work for you with Revival Financial Planning
About Our Service
General financial planning for clients at various life stages
Often people will seek financial advice when a major life change occurs, such as retirement, redundancy, moving home, inheriting. Sometimes, people seek financial advice because they worry that their assets are not working for them and want to plan for the future.
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No matter your reason for seeking advice, we can help.
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We offer:
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Cash flow modelling and expenditure forecasting to assist with future goals
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Advice on pensions and retirement planning
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Investment and tax planning
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Mortgages and Protection.
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We are committed to improving our clients financial wellbeing, providing peace of mind for the future and a clear plan going forward.
What our clients ask us?
Here are some of the typical questions our clients ask when we meet them.
"When can I retire and will I have enough?"
"Can I afford to send my children to University?"
"Can I work part time?"
"How can I best structure my income in retirement?"
"How can I reduce my tax liabilities?"
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Learn More About Us
Trusted Financial Planners
Jenni is a Chartered Financial Planner, Fellow of the Personal Finance Society and Associate Member of Resolution, with 20 years industry experience.
Her specialisms are pensions and tax planning.
She is passionate about making finances easy to understand and removing the complexity and jargon from financial planning.
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Liz came to financial planning after a successful career in IT.
She has a keen interest in investments and a desire to make people's money work for them. Through cash flow modelling she enjoys enabling clients to visualise their future.
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