Chloe Hockney
Financial Adviser @Pw & Partners Ltd
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WORK HISTORY
Financial Adviser @Pw & Partners Ltd
Edinburgh, GB
The areas I cover as one of the Financial Advisers at PW & Partners are as follows…Retirement Planning – To help you achieve the standard of living you want in retirement and a retirement you can enter into without any financial concerns, I will let you know how much it will cost to provide the income you need (taking into account all your other assets) whilst also reviewing your existing plans monitoring if they are on track.Savings & Investments – Helping make your capital work hard irrespective of the financial climate whilst endeavouring to always, where possible, save tax.Protection – I also offer advice on a range of Protection – such as income protection, life and critical illness cover. In order to gain Financial Wellbeing in the truest sense, peace of mind that your loved ones and family home are protected during difficult times is absolutely key.The value of an investment with St. James\'s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances
ABOUT CHLOE HOCKNEY
I am a Financial Adviser passionate about helping you achieve Financial Wellness. I am…
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