Foremost Financial Management

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Reviews about Foremost Financial Management

• David Rudling

  14.11.2018
  ★ ★ ★ ★ ★
  Hitting 50 seemed like a good time for a financial health check. I came up with some life objectives and put together a draft plan to help achieve them. I then met with Paul at Foremost Financial with the intention to ratify my plans. Paul was brilliant. He prodded and probed at my pension, investment, mortgage and debt repayment strategies. His knowledge and experience of financial and pension legislation and of market options and opportunities allowed him to confirm and enhance my plans with 100% impartial advice. I came away with far greater confidence in my plans and feeling positive about my financial health and happier about the future. Paul never tried to sell me anything but I will be back to see him at my next planned checkpoint or earlier if my circumstances change. I could not recommend him highly enough.

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We offer an easy to understand approach to all types of financial planning and enjoy helping clients achieve their financial goals

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