- Financial Security
- Retirement
- Investment Needs
- Property
- Inheritance Tax
- Corporate Planning
Welcome to Relative Financial Planning
Jenny Cousins
When providing clients with financial advice, it is important that I, as an adviser build a picture of your current lifestyle as well as your financial background, including your plans and dreams for the future. I believe that this should in part be a two way process and that you may like to gain an insight into your prospective Independent Financial Adviser, before meeting or even making contact.
I have over 24 years experience of working within the financial services sector, having worked as an IFA for a total of 11 years. Almost half of my career was spent with Aviva (formerly Norwich Union) in the Gloucestershire area.
I live within South Gloucestershire and this location gives me easy access to the City of Bristol and motorway network. Usually clients prefer to have a meeting in their home, I am happy to travel within a reasonable distance and have many clients who live and work in Bristol.
I provide holistic financial planning which is relative to you as my client, making sure the advice I give is tailored to your particular stage of life. You may be at the start of your career, buying your first or subsequent property, starting a business or family. Alternatively, you may be planning for your retirement, looking to pay for long-term care for you or a loved one or needing investment advice, which could incorporate inheritance tax planning. I am perfectly positioned to offer you and your family advice on any or all of these topics.
My existing clients are of varying age groups with different financial planning needs. Experience has shown that ladies who deal with their own financial affairs or couples who are of retirement age, in particular, feel very comfortable in receiving advice from a female Independent Financial Adviser.
One last thing to mention is that an annual review is essential for your long term financial well being. If you have not met with a financial adviser for some time, I will be able to conduct a review of your existing arrangements to ensure they fulfill your requirements.
Our initial meeting is free of charge and if you decide to proceed further, you will have the option to either pay a fee or receive advice on a commission basis.
To make an appointment to discuss your financial planning needs please call on 01454 326128 or .