Seeking Financial Advice
A new way of working was the catalyst for Helen to seek financial advice. As a counselling psychologist she had spent her early career working on an employed basis and was now keen to explore freelance work, setting up her own independent practice.
Like many people she had always paid into her workplace pension schemes, trusting her employer to manage it, but as she moved to a self-employed basis, she wanted to become more financially educated, understanding pension options as well as other financial considerations such as income protection and health insurance.
Working with Progeny has given Helen peace of mind regarding her financial future. Along with advice from her planner, Victoria, she now feels empowered and confident to make decisions regarding her wealth.
Hear Helen’s Story
“I feel it’s a really good balance of being able to make decisions that sit well with me and being well advised so I have the information I need to make those decisions in an informed way”
Please note
This article is distributed for educational purposes only and should not be considered financial advice. The opinions stated in this document do not necessarily represent the view of Progeny and should not be relied upon to make a financial decision. The information provided is of a generic nature, which is not specific to your personal circumstances and should not be taken as advice or recommendation. Individuals must not rely on this information to make any financial or investment decision. Before making any decision, we recommend you consult your financial planner to consider your particular investment objectives, financial situation, and individual needs.
Any tax treatment is dependent on the individual circumstances of each client and may be subject to change in future.
The value of an investment and the income from it can fall as well as rise and investors may get back less than they invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.