C M YOUNG FINANCIAL SERVICES LIMITED
ADVOCATE: CHRIS YOUNG
“I help people understand their pensions, investment, life/critical illness covers and income protection plans.
My approach to financial planning is to understand where my clients are currently, in both their personal and work/business life, and then find out where they want to get to and then help them to reach where they are going.
I establish, with the client, what plans/policies they already have and what they haven't got and what they may need to help them get to where they are heading.
The key focus is to review regularly and adapt to changes.”
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.