These are some of the key question we discuss with clients during our Discovery meeting.
Our process includes:
We provide a detailed planning report to clients incorporating all of the above.
Our expertise involves the following areas:
A common oversight for married couples in planning your retirement options is not review your spouse’s pension situation. At Pegasus Financial Consultancy we assess your overall financial position to ensure that our advice encompasses all aspects of your financial world. A proper financial review should look at everything not just one area. To gain a better understanding of your own financial situation, please contact Pegasus Financial Consultancy for a comprehensive review. to 'To gain a better understanding of your own financial situation, please book your Discovery meeting.