Caroola Financial Planning
Caroola Financial Planning (CFP) 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. CFP's experienced financial advisors are on hand to provide you with personal, tailored advice that will allow you to be proactive in your planning.
They'll 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, offering honest advice and guidance tailored to you.
How can CFP help you?
As an independent advisor, CFP offer financial products from the whole market, providing unbiased and unrestricted advice.
Below are just some of the ways CFP can help you on your journey.
Income protection & life cover
Only getting paid when you work can be one of the hardest parts of contracting. Because what happens if you're sick and can't? CFP's advisors can help ensure you're protected - whether that's when you're ill, safeguarding your loved ones in the event of the unexpected or protecting the contributions of key individuals.
Health insurance
Becoming ill can be one of the most frightening experiences you and your family can go through. The advisors at CFP can help you make sure you have the right health insurance in place, so you receive the medical care you and your family need.
Financial planning & pension contributions
Whether you are looking to pull your various pension pots together in preparation for your retirement, or looking for financial advice in relation to tax or pension contributions, CFP will help you understand your pensions better to meet your retirement expectations.
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? Speak with our expert Sales Team to see how we can work together.
Here's how you can get in touch...
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