MsV

New Academic Year – NEW COURSE!

Financial literacy practical skills programme:

“ 5 steps how to achieve financial stability in real life.“ 

 (*face to face only , ** registration is necessary )

It‘s my exlusive programme with realistic steps and practical methods, which helps you and your family to reach your financial goals quicker, gives you  practical skills how to manage your budget correctly and smoothly every week.‘

Vaida V.- Stone

What Is a Financial Advisor?

  • What Is a Financial Advisor?

    General definition is:

    “ A financial advisor is anyone who gives you advice about your money”


    Financial advisors provide clients with specialist advice on how to manage their money. The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs, and then securing a sale.


    Types of advisors

    There are many different types of advisors with different titles and qualifications. Some may have more than one title.

    Sometimes they are named by their specialism such as ‘mortgage adviser’, ‘investment adviser’, ‘pension adviser’ or ‘financial planner’.

    Sometimes they are known as ‘brokers’ – often when dealing with products such as:

    • mortgages
    • home and car insurance, or
    • Investments ( including shares)

    Whatever they might be called (or call themselves), what all financial advisers in the UK do have in common is they’re regulated by the Financial Conduct Authority (FCA).

    This means there are rules they must follow when dealing with you.

Covid-19 ir patalpos

Dėkojame už didelį jūsų susidomėjimą mumis!

Judame į priekį ir ieškome patalpų, tačiau dėl dabartinės “Covid-19” situacijos šalyje tai yra ganėtinai sudėtinga padaryti. Stengiamės išspręsti šį klausimą kuo greičiau ir pradėti veiklas.

Daugiau informacijos bus talpinama čia.

Vaida 

Reserved Cover

The fact:
✅ Only 29% of people with a mortgage have critical illness cover.
Most people protect their mortgage with life cover alone. This means they have no protection against the bigger risk of critical illness.
 
‼️RESERVED COVER gives you an option to add critical illness cover a year or two later when you can afford more protection.
 

Cash ISA

  • Available to individuals over 16 years and UK resident.
  • Enables them to invest cash and generate interest which is tax free.
  • The savings limit of £20,000 is renewed every tax year.
  • Tax efficient savings plans.