Caroola Financial Planning
Caroola Financial Planning is on hand to help you reach your strongest financial position.
It's perhaps now more important than ever to be in control of your finances. As an umbrella employee, it can be hard to know how best to prepare for both the short term and the long term. Caroola Financial Planning's experienced financial advisors are on hand to provide you with personal, tailored advice that will allow you to be proactive in your planning.
With Caroola Financial Planning, you can make sure you're making the most of your money, whilst keeping it protected. They'll take the time to get to know you, your priorities, and risk tolerance in order to offer honest advice and guidance tailored to you.
How can Caroola Financial Planning help you?
As an independent advisor, Caroola Financial Planning offer financial products from the whole market, providing unbiased and unrestricted advice.
Below are just some of the ways Caroola Financial Planning can help you on your journey:
Income protection
and life cover
Only getting paid when you work can be one of the hardest parts of contracting. What do you do in certain circumstances where you're unable to work due to sickness or bereavement?
Caroola Financial Planning's advisors can help ensure you're protected at all times. Whether you're ill, need to safeguard your loved ones in the event of the unexpected, or other.
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 looking to pull your various pension pots together in preparation for your retirement, want to enquire about pension transfer services, or you're after financial advice in relation to tax or pension contributions, Caroola Financial Planning can help you make these important decisions.
To get started, book an initial 15 minute 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 about becoming a Parasol employee? Or have a question for the team?
Here's how you can get in touch.
Already a Parasol employee and looking for support?
Contact Employee Support: 01925 644 860
