Hull
Free 1-to-1 Financial Planning Consultation
What's on offer
The consultation is held privately, one-to-one over Teams. The consultation is with a matched, FCA-regulated, fully qualified financial adviser vetted by WealthWise Connect and drawn from its network. Consultation topics include tax planning, investments, pensions, pension consolidation and tracing, inheritance tax, estate planning and retirement planning. There is no obligation to proceed after receiving recommendations. WealthWise Connect arranges the consultation and matches clients with an adviser; it does not provide or underwrite the financial advice.
When it runs
Monday, Tuesday, Wednesday, Thursday, Friday
How to redeem
To redeem this offer, customers must mention their Infinity Club Pass to a member of the WealthWise Connect team when booking their consultation.
- In store
- No end date
Visit
The Powerhouse, West Dock Street, Hull, HU3 4HH
Get directionsMore offers from this business
2.4 mi away
Get a FREE professionally reviewed legal will and complimentary Financial Health Report with personalised estate planning recommendations, plus a discounted Lasting Power of Attorney. Exclusively for Infinity Club members.
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