Welcome to Streets Financial Consulting, Independent Financial Planners in Lincoln, Cambridge, Hull, Bedford, London, Stevenage, Grantham & Newark. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Services
As well as private clients, I also work with solicitors and accountants in meeting their obligations as attorneys and trustees.
Over the years I have helped hundreds of clients in ensuring their investment portfolios are well diversified and tax efficient.
I enjoy dealing with clients and their families and building long term relationships.
I have worked for Streets Financial Consulting for over 10 years now and am now primarily responsible for managing our administration team and overseeing the everyday running of our office, client systems and software.
Over the years I have helped hundreds of clients in ensuring their investment portfolios are well diversified and tax efficient.
I enjoy dealing with clients and their families and building long term relationships.
I have worked for Streets Financial Consulting for over 10 years now and am now primarily responsible for managing our administration team and overseeing the everyday running of our office, client systems and software.
We meet together to discuss your personal circumstances and your current financial situation.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We all have goals, dreams, ambitions for the future, for ourselves and our families, but how do we achieve them?.
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.
You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance.
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be.
As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.
You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance.
With a growing number of our clients, especially small and medium sized businesses, trading and doing business internationally, we recognise that for many the nature of dealing with foreign exchange and transactions can be a minefield as well as a costly exercise.
To help support our clients navigate the complex and often volatile world of foreign exchange, we have partnered with global payments specialists, moneycorp.
Whether you are paying overseas suppliers, managing international payroll, importing or exporting or are looking to handle regular one-off international payments, moneycorp is able to look after your needs.
To help support our clients navigate the complex and often volatile world of foreign exchange, we have partnered with global payments specialists, moneycorp.
Whether you are paying overseas suppliers, managing international payroll, importing or exporting or are looking to handle regular one-off international payments, moneycorp is able to look after your needs.
The least expensive of the Term Assurances, Decreasing Term Assurance does what it says on the label.
The level of benefit decreases as the term of the policy runs; the premiums do not however reduce.
The premiums are fixed throughout the policy term, and the premium level is lower than that of Level Term Assurance as a result of the decreasing benefit.
This type of life assurance is commonly used to protect Capital & Repayment mortgage debt.
Typically the policy reduces the protection assuming a Mortgage Interest Rate of 10%.
The level of benefit decreases as the term of the policy runs; the premiums do not however reduce.
The premiums are fixed throughout the policy term, and the premium level is lower than that of Level Term Assurance as a result of the decreasing benefit.
This type of life assurance is commonly used to protect Capital & Repayment mortgage debt.
Typically the policy reduces the protection assuming a Mortgage Interest Rate of 10%.
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