My name is Joaquim Anducas Cebrian, I am fully QFA since January 2022 with CPD hours up to date and welcome you all to my website of Financial Advice and Planning. I have worked in the financial sector for over 3 years and I have given financial advice to family and friends and now I want to help you all.
Are you looking for financial advice?
If you have, I am more than welcome to provide my knowledge and expertise in the area.
Do you have a financial goal in mind but need guidance?
I could guide you in financial planning journey no matter which is your goal either to buy a house, plan your retirement or if you need some guidance about which financial needs you can have now or in the future.
What is financial planning or financial advice?
When you don't feel well people tend to go to the doctor, so similar case can be done when you have a financial goal and you need some guidance of how to achieve your goals or if you need some help to know which financial need you should cover first in case for example that you want to save to buy a house, but as well you have a protection need because you have a family or you want to plan as well about your retirement.
Services:
I can help you in all the financial aspects:
-Pension:
Planning for retirement, maximizing contributions of your actual plan or you want to set up a pension.
-Protection:
Having a family and needed guidance to have a mortgage protection, life insurance or are you thinking about getting an income protection.
-Mortgage:
Are you planning to buy a house in the future, I can help you in the process to be mortgage ready.
-Investment:
Do you have some savings or are you saving every month and you want to try to get more interest that the low fixed rate of the bank? Do you want to put some money away for covering the third-level education of your kids?
-Savings:
Would you want to save, but you struggle to save? I can help you to have savings habits.
-Time off:
Savings and investment can allow you to buy some time off for what it really matters to you either is to have some time off for travelling, for a training (course, master) or to have some time off for your family. Sometimes people they just think as retirement as long time off once you start your professional career but if you can plan some time off it is a great thing to do.
I can provide Financial Planning and advice in all those areas, apart from giving financial advice in a first meeting we can arrange follow-up meetings, every 6 months, 1 year or as often as you wish.
Pricing:
The price for every meeting of duration approximately of 1 hour is of 60 €
Contact me:
If you have an enquiry or you want to get an appointment, please contact through the form or by email address: j.anducas90@gmail.com
LinkedIn profile: https://www.linkedin.com/in/joaquimanducascebrian/
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