Gerald Evans Email & Phone Number

An experienced professional working in the financial services sector for 30 years.Experienced in working with both individuals and business owners and open to both .Business owners Are you looking to improve the financial well being of your employees? Concerned about the cost or your liability ? Do your employees come to you with concerns or questions about money and you're not always sure how to answer them? Do they feel advice is to expensive ? Do they trust the advice?We can help.We provide high quality, regulated financial education, planning and advice remotely using a combination of video and digital technology.Our advisers can deal with everything from simple money management and budgeting investments and mortgages through to pensions retirement planning. and inheritance tax advice We tailor our service individually to each client or employee depending on their individual circumstances, plans and goals.Improve your employees financial well being by including our service as an employee benefit. You can even set it up as a salary sacrifice scheme.Tax efficient and with no liability to the employer .We also offer webinars and training to help your employees develop good money habits.We are regulated by the FCA and are an Independent whole of market business. We do not sell or earn commission from our advice. This makes us completely impartial.So you can rest assured that we always act in your employees best interests.We've made our service affordable, accessible and convenient for all so we can help as many businesses and staff like yours either collectively or individually..Get in touch to find out more and see if we could be a good fit for each other.Drop me an e mail or visit our website gerald@lowermycharges.co.uk.www.lowermycharges.co.ukNHS OFFER ; https://www.linkedin.com/posts/lowermycharges_financialadvice-offer-nhs-activity-6663384179159502849-fbES

Listed skills include Financial Planning, Financial Advisory, Risk Management, Wealth Management, and 21 others.

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  Aberdare Boys Grammar School