At MyBump2Baby we are proud to work with financial advisers throughout the UK to raise awareness of the importance of good financial advice. Jane Capper our Financial Advisor in Shipley shares a bit more about her and why you should consider contacting her if you would like financial advice in the Shipley area.
The value of my advice
Good financial advice and planning helps people to protect their families and loved ones and build their assets for the future, make the most of their investments, protect what is most important to them and help to achieve the goals and lifestyle they desire.
Every client I meet has a unique and varied range of financial planning needs, so it’s important to establish priorities right from the start if we are to create a meaningful and relevant plan.
As time passes, your financial plan will need to evolve, and regulatory changes can impact the effectiveness of any structures already in place. That’s why I recommend a regular review to ensure that your plans remain on track and relevant.
The importance of ongoing advice and service
If you choose to receive ongoing advice and service from me, I’ll invite you to regular meetings where we will monitor the progress of your plans and discuss any adjustments required in the light of changing circumstances.
I believe that ongoing service can help you continue to make well informed choices and give you the best chance of achieving your goals through key life stages.
How my advice process works in practice to achieve your financial goals
Even a seemingly straightforward financial goal can involve numerous decisions and a lot of time and effort getting it right. Whether it’s buying a home, investing for the future or protecting the people and things you cherish, I’m here to help you make the right choices for your needs. Here are some of the services I provide, which my clients have told me they value the most.
With so many mortgage lenders offering products on the high street and online, it can seem an overwhelming process to do it yourself. But when you’re making such a huge financial commitment, professional guidance can be invaluable, particularly if your needs are out of the ordinary. As well as arranging your mortgage I can also recommend specialist professional services that can help with other elements of your home-buying process, including solicitors and surveyors.
When using comparison sites and direct insurers, how can you be sure their “off-the-peg” solutions meet your specific needs? Using my expert product knowledge, we can help you find the right solution for you. Whatever your particular need – be it income, family or mortgage protection – I can access high quality products from a range of handpicked providers; providers we have selected because they are proud to stand behind claims when it matters the most.
I can help you become a superhero in the eyes of your family!
When she was younger one of my daughter’s favourite questions was; “if you could have any super
power, what would it be?” She loved the idea of being a Superhero.
I think, deep down, we all like the idea of being a Superhero. Being able to do things others can’t; amazing things to help those around you.
Now I can’t grant you any superpowers (sorry) but I can help you do something amazing to help those you love. Best of all there’s no need to be bitten by a radioactive spider, hit by a strange space mist, or hail from a different planet.
And there’s no need to be a heroic billionaire looking to save the city with an arsenal of high-tech gadgets. No, your new superpowers are just going to need a little money.
How do these powers sound to you?
- If you die unexpectedly for any reason your family has the mortgage paid off, or there’s a lump sum available to help them out
- If you are struck down with a serious illness and need to take time off work, someone else pays the bills – and maybe they clear the mortgage too
- If you have an accident and break a bone (maybe whilst fighting crime?) someone pays money into your bank account to help ease the financial pain a little.
Now, I know it’s not like you can stop a bullet, or run faster than the speed of sound, but they’re still pretty useful powers for your family.
Best of all, there’s no need to pay for them in one go. You can rent your superpowers for just a little each month. In fact, you might be surprised how little it could cost to become a superhero.
This is what I help my clients do every day (and have been making superheroes of my clients for over 20 years) my passion is to help protect you and your family now and throughout your family’s journey.
|Your home may be repossessed if you do not keep up repayments on your mortgage.|
Carla is the founder of MyBump2Baby. Carla has a huge passion for linking together small businesses and growing families. Carla’s humorous, non-filtered honesty has won the hearts of thousands of parents throughout the UK.
She has previously written for the Metro and made appearances on BBC News, BBC 5 live, LBC etc. Carla is a finalist for Blogger of the Year award with Simply Ladies inc. Carla is also the host of the popular Fifty Shades of Motherhood podcast and The MyBump2Baby Expert podcast.