Caroola Financial Planning
Caroola Financial Planning is on hand to help you reach your strongest financial position.
It's perhaps more important than ever to be in control of your finances. As a business owner, it can be difficult to know how best to prepare for both the short term and long term. That's why our experienced financial advisors are on hand to provide you with personal, tailored advice that will help you be as proactive in your planning as possible.
From making the most of your money to keeping it protected, the expert team will take the time to get to know you, your priorities, and your risk tolerance. This will help make sure they offer advice that is effective and allows you to achieve your business goals.
How can Caroola Financial Planning help you?
As an independent advisor, Caroola Financial Planning are able to offer financial products from the whole market. By providing unbiased and unrestricted advice to meet your needs, they make sure you really do receive the best services.
Below are just some of the ways you and your business can benefit.
Income protection
& life cover
Being able to financially support yourself come rain or shine is paramount for any business owner. Unfortunately, some circumstances mean you aren't always in the best financial position when the unexpected happens.
Caroola Financial Planning's advisors can help ensure you're protected at all times. What's more, they offer independent advice on all your options, helping you make the best financial decisions for you.
Health
insurance
Becoming ill can be one of the most frightening experiences you and your family go through.
The advisors at Caroola Financial Planning can help you make sure you have the right health insurance in place, meaning you receive the medical care you and your family need
Financial planning
& pension contributions
Understanding your pensions is crucial if you want to meet your retirement expectations.
Whether you're seeking information on pension transfer services, or you're after financial advice in relation to tax or pension contributions, Caroola Financial Planning can guide you through these important decisions.
To get started, simply fill in the form below and one of our team will be in touch to advise you further.
*Caroola Financial Planning is a trading style of Cheetham Jackson Ltd (FRN514951) which is authorised and regulated by the Financial Conduct Authority. We are independent for investment and pension business, and when looking to address protection needs, we will provide advice based on fair analysis of the market.
The Financial Conduct Authority does not regulate taxation advice, wills or trusts.
