Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Testimonials
“Sarah is very helpful and friendly and makes it very easy for me. Her advice is sound and professional, and it is always a pleasure talking to Sarah. There is never any chasing and she always keeps me updated and makes sure I know what’s going on and that I understand the jargon. I have recommended Sarah to friends and family and they have all been very happy with her friendly, efficient, and personalised service.”
T Kirby, Newbury
“Absolutely top service! Sarah gave me excellent advice. She fought to get my pension transferred out and got compensation from the pension provider for the unacceptable delay. She efficiently and professionally transferred my pension to another provider and reduced the ongoing fees on my pension. I could not fault her professionalism and she is a pleasure to deal with.”
B Strohm, Lydd
“I wanted a pension review by someone I felt I could trust. Sarah was very personable and professional. She advised on my pensions and what options were available to me. Every step was explained in a straightforward way and she was personable and interested. She was knowledgeable and great at communicating and I felt supported every step of the way.”
S Harness, Basingstoke
Want to know more?
To find out more or to arrange a meeting with us, please call 01256 578108, or email support@blythwealth.co.uk