Personal financial planning for a securer future

Some people don’t feel 100% in control when it comes to managing their personal finances. They may have money in the bank, but either a change in circumstances or a lack of clarity makes it harder to see whether they’ll have enough to maintain a good quality of life going forward.

There are people who have never properly sat down to plan their financial future – usually because they’re too busy, or it all seems too difficult. It may also be that your spouse used to deal with this aspect of your life for you.

With the right financial advice, achieving your desired lifestyle is easier than you think. Piercefield Asset Management are independent financial planners who specialise in helping people who are experiencing change in their lives such as:

People who are separating or divorced
People who are bereaved
People who are time poor, such as doctors, dentists and business people
People who have inherited or won the lottery
People at retirement
Entrepreneurs
People being appointed as a Protector of a family trust.

As we are fee-based financial planners, we offer truly impartial advice, in the same way that doctors don’t need to sell you medication to pay for their diagnosis and advice.

Can we help you make your life a little easier?

Future proof your goals

If you want someone to take away the hard work, leaving you with your financial affairs in good order, call Stephen Willis on 0845 257 8749 for a free, no obligation, consultation, or click here

I felt reassured that Stephen was not just "out to make money" from me. The opposite. He was looking at the long-term picture
He delivers everything I ask for. He's approachable, easy to get hold of, and above all, not pushy!
He's very supportive; if he even senses that you have a question, he won't let it pass. He'll stop and talk it through until you understand
Stephen helped me get control of my financial affairs. I had eight pension pots. Just to have Stephen sort them out was wonderful.
Stephen is very professional, honest and honourable. I think those are very important qualities when someone else is handling your money
I see my professional relationship with Stephen as long-term: there's been continuity through all the changes I've been through.
Now, thanks to Stephen, I have a nice income and all my investments are sorted. I haven't ever had to worry about my finances
When my husband died, things changed rapidly. "Put all your faith in Stephen," he said. "He'll do fine for you." And he does