Caroola Financial Planning

Caroola Financial Planning is on hand to help you reach your strongest financial position.

We all know, now more than ever, how important it is to be in control of your finances and prepared for both the short and long term. Our experienced financial advisors are on hand to provide you with personal, tailored advice that will allow you to be proactive in your planning.

We want to make sure you are making the most of your money, whilst also keeping it protected. Therefore, our expert team will take the time to get to know you, your priorities and your risk tolerance. This will help make sure we are offering advice that is both effective and comfortable to you.

How can we help you?

As an independent advisor, we are able to offer financial products from the whole market, providing unbiased and unrestricted advice to meet your needs, making sure you really do receive the best services.

Whether you are a family, individual or business, below are just some of the ways we can help you on your journey.

Income protection

Only getting paid when you work can be one of the hardest parts of contracting. What happens if you are sick and aren't able to work? You want to make sure you are in a position to be able to financially support yourself. Through our income protection policy, you will have access to the best providers in the market place and we will be able to offer independent advice on all your options, helping you make the best financial decisions for you.

Pension contribution

Whether you are looking to pull your various pension pots together in preperation for your retirement, or looking for financial advice in relation to tax or pension contributions. Our expert team will help you understand your pensions better and therefore meet your retirement expectations.

To get started, book an initial 15 minute tax savings conversation and one of our team will be able 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.

Let's talk!

Interested in finding out more? Speak with our expert Sales Team to see how we can work together.

Here's how you can get in touch...

Existing client?
If you're already a client of ours, you can speak to your dedicated accountant directly.

Alternatively, call us on 03330 342 480

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