Hi [name]

Hope you are well!

To many of us, in particular those in the private sector or self employed, when mentioning Financial Planning or Pensions, this can be considered the dreaded P word.

For others the thought of putting money aside that cannot be touched until you retire seems a waste, and we feel we can see quicker returns by being able to invest this money ourselves in different investing vehicles.

It is of course though so important to always be aware of the latest tax implications when investing and ensuring you are investing as efficiently as possible!

We get approached by companies every day asking if they can work with us, or we can recommend them.

A group of IFAs who approached us 4 years ago, as they also invested in property, have been a breath of fresh air, and they have gone on to work with over 100 of our subscribers.

They generally do not believe in traditional pensions, and are constantly looking for the latest and innovative opportunities over 3-5 years for their clients.

They have agreed to give a free consultation to any of our Property Secrets clients who are either:

Looking to start financial planning
Looking to improve the performance of their existing pension
Looking to make the most of the tax savings that are currently available
Looking to be made aware of the latest investment opportunities available through the IFAS ranging from property, Forex, Wine and renewable energy to name but a few!

They have some incredible opportunities with excellent 3-5 year returns.
They work with all types of individuals from business owners, to full time employed, and self employed.

Ross Lindsay, who you will see more details on below, is on the road on a regular basis and will meet clients throughout the UK, in fact he will go further - I know he went to Spain recently to see clients (nothing to do with the weather - Ross).

So for a no commitment, initial email or telephone discussion on the options available to you, just fill in your details here

Westwood Financial Planners began as an independent financial advisory services, established by John Chiesa and Colette Madine over 20 years ago in Scotland, to provide innovative and effective financial planning to meet clients’ individual needs.

Today we have offices in London and Scotland. Our activities have expanded to include wealth management, asset protection, Inheritance Tax planning, tax mitigation, bespoke pension planning within the UK, and offshore and bespoke investment advice. The company is fully regulated by the FSA and all our financial planners are experienced, fully trained and authorised consultants with access to specialist expertise as required.

Ross Lindsay

Ross offers innovative and leading edge tax and estate planning advice to clients throughout the UK, primarily business owners, their key executives and their families. Lazy pensions to SIPP’s would be a speciality.

A fully qualified and authorised financial planner, Ross’s career spans 30 years during which he has run and owned advisory and financial services firms including direct sales, estate agency and mortgage services.

A Certified Member of the Personal Finance Society and Chairman (West of Scotland) in 2000, his knowledge is invaluable. Ross relates well to business owners of all sizes and in all sectors, from successful sole traders to businesses with 50 or more employees. He understands that Westwood’s varied client base all have common objectives: to grow existing assets; preserve existing wealth and mitigate against taxation.

You can ask Ross a question by simply filling our form out here or by phoning 0115 9853963 and requesting a call back.

If you are keen to know more, or on hands free investing in property related investments, call us on 0115 9853963, or enter your full details here and we will put you in touch with Ross who can provide you with more information.

Kind Regards

Alan Forsyth.