Cash Holdings
Mar 22, 2023
Do you have large amounts of cash in the bank?
Do you have large amounts of cash in the bank? 🤑 Not sure what to do with it? 🤔
Maybe it's come from an inheritance and there are emotional considerations with the money.
Or, maybe you have a surplus each month that has just built up over time.
As a general rule of thumb, we recommend that you have between 3 and 6 months' worth of expenditure in accessible cash. Plus, anything you plan to spend in the next 5 years (new car, holiday, kitchen etc.)
Thereafter, we'd suggest a conversation with a financial adviser to discuss how to make the best of any excesses.
We can give you peace of mind when it comes to your cash holdings and investment plans.
What’s going to make your retirement enjoyable?
It's music to our ears to know that our client is reaping the benefits of consolidating their pensions!
You don't have to focus on everything. We can be there for you!
Advice is crying out for people who don’t fit the mould
A glowing review to brighten our day!
Let's get more people talking about pensions!
"Can I handle this on my own?"
We can help you achieve financial confidence!
"The state pension will be enough for my retirement"
Don’t just assume an annuity is the best option 🛑 ✋