Clarity and direction for your financial future
Do you want to get to grips with your savings, pensions and investments? Are you planning major lifestyle changes such as retiring abroad or taking a sabbatical from work?
If so, you need clarity about your money, and that’s where we can help you.
Our friendly financial experts are here to give you sage advice and peace of mind about your money and help you make truly informed decisions about what to do next.
What we do
We want to help get the clarity you need, so you’re in the best possible position to achieve your goals, with the minimum amount of stress and disruption.
We’ll start by finding out what financial issues you have and what you want to achieve. Next, we’ll map out the goal you have in mind against your assets, so we can get a clear understanding of how we can work towards your target. We’ll then look closely at your assets, such as your investment portfolios and advise on how you can generate better returns.
Perito was founded by Jenny Ives, an experienced financial planner with more than 15 years’ experience of advising clients on their finances.
We can give you wide-ranging advice on managing your money and investments, covering everything from pension planning and retiring overseas to paying care fees in later life.
Get in touch with Perito and we’ll be happy to speak to you!