What is a financial planning surgery?

A financial planning surgery is a free one-to-one consultation with a qualified financial planner who can offer you holistic and personalised advice on your pension and investment needs. You can ask any questions you have about your financial situation, goals, and challenges, and get clear, honest, and straightforward answers from an experienced professional.

Who is Kate Ward?

Kate Ward is a financial consultant at Cooper Associates Wealth Management. She has over 8 years of experience in providing financial advice to a broad spectrum of clients, both in London and the Southwest.

She can cover the following aspects according to your personal circumstances:

• Inheritance tax
• Estate planning
• Trusts
• Business protection advice
• Long-term care planning

Kate is passionate about helping people achieve their financial objectives and secure their future.

Don’t miss this opportunity to get expert financial advice

A financial planning surgery with Kate Ward is a valuable opportunity to get expert advice on your financial goals and the impact of the new labour government on your personal finances. Whether you are looking to save for retirement, protect your family, grow your wealth, or reduce your tax liability, Kate Ward can help you find the best solutions for your needs. Book your free consultation today and take the first step towards achieving your financial objectives.

Sign up for your slot here.