Explore what we offer

Whatever your financial needs, questions or concerns, Saltaire Personal Finance is here to help.

We offer a free 15 minute initial consultation to find out more about you and we work flexibly to ensure we’re meeting your specific needs.

FAQs

What services do you offer?

1

We provide a flexible service which caters directly to your circumstances and goals. At your initial consultation we’ll discuss how best to design this approach so we can support you with areas including

  • Retirement planning

  • Understanding pensions and income options

  • Savings and investments

  • Day-to-day budgeting

  • Planning for your and your family’s financial future

As outlined below, you may choose to book a one-off session, or decide that a regular programme of support is best suited to you.

All sessions are delivered online.


Who is it for?

2

It’s always the right time in your life to get some personalised help with your finances! We aim to make financial help something available to everyone at every stage of their life:

  • Maybe you’ve welcomed your first child and want some support with how to set them up in life financially?

  • You might be struggling to keep on top of your money and the ever increasing cost of living

  • Are you enjoying retirement and want a financial health-check to make sure you’re secure for the long-term?

Whatever your circumstances, financial challenges, or opportunities, we look forward to working with you


Are you financial advisors?

3

Saltaire Personal Finance are not financial advisors; this means that we’re not able to provide personal investment or financial product recommendations. Instead we work with you to improve your financial knowledge and provide you with the tools to take control of your own financial planning. This also means that we’re able to offer our services to a far wider range of people, and provide an expert service at reduced cost


How can I contact you?

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You can reach us anytime via our contact page, by email, or through directly scheduling a free 15 minute consultation


how Much does it cost?

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We’ll design a flexible and bespoke programme to suit your needs. As an indication

  • £120 covers a one-off consultation and review session

  • £500 covers the creation of a full future financial cash flow, with planning, review and implementation sessions


Do you work with businesses?

6

We’re pleased to offer a range of services for businesses to support your employees.

Examples include

  • lunchtime talks or webinars on retirement planning, pension options, or savings and investments

  • 15 minute drop-in sessions hosted in your workplace

Feel free to get in touch if you’d be interested in offering your employees support with their financial knowledge

Book an Appointment

Directly schedule a free 15 minute consultation below, or feel free to contact us by email with any questions

What we offer

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