Jody Sturman: Financial Adviser
Deep Blue House, Lower Quay,
Fareham
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Having previously worked as a leading Financial Adviser with a high street bank for over 5 years, I am now enjoying my status as a self-employed IFA and my clients are enjoying the benefits.
The main benefit being completely independent and impartial advice. I am able to use the whole of the market to tailor financial solutions that are perfectly aligned with your exact requirements.
Specialist areas include:
• Personal Pensions: Being perhaps the largest investment you will ever make (aside maybe your home) it is staggering how many inadequate policies I see on regular basis. A large part of my business is getting the most out of ailing policies and making them relevant to my client’s aspirations in retirement.
• Group Pension Plan: With Auto-Enrolment looming, now is an excellent opportunity to get ahead of the game and make sure that you as an employer are ready for your staging date. I am able to assist at all levels of this and ensure that your plans are compliant, cost effective, and relevant to you and your employees.
• Investment: Knowing that their investments are performing well, tax efficient, and being regularly reviewed to ensure that they the most suitable available is all my clients want. Again, having the whole of market to choose from, and the ability to explain how and why these investments are working is what keeps my clients coming back.
• Personal and Family Protection: Whether it is protection for your monthly or annual income, critical illness cover, or life protection for you and your family, I have the ability to search the whole of market for the best policy for your circumstances and ensure that you are getting value for money.
