Financial Planning: Paul Phillips

Mollam Wealth is a local financial planning practice which specialises in pension and investment planning.

We work with both businesses and individuals who want support to understand their finances and ways to make their money work harder for them.

We help people understand their pensions and what their retirement could look like as well as what they need to do to achieve the retirement they desire. We also help review current circumstances for any improvements that could be made.

Investment planning means we help people understand if their money is in the right place for their current needs and to make sure it is being as tax efficient as possible.

Everyone benefits from an initial, no-obligation, conversation.

For more information, Paul’s contact details are:

• Telephone: 07909 602890
• Email: [email protected]
• Website: www.mollamwm.co.uk

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