Personal Financial Housekeeping
Do you need help to keep track of your finances, or have an elderly relative who finds the finances a bit confusing? Need guidance on finding the best deal on their utility bills? Then Dawn Clarkson may be able to help you.
- We can help you keep track of your bills.
- Check bank statements for any unusual transactions.
- Keep track of when utility contracts are coming to an end and help you search for the best offers available from utility providers.
- Check your renewal dates for insurances
- Prepare an ‘investment record sheet’ to keep track of your investments and when they mature.
- A monthly cash flow forecast so you know where you stand financially.
- Help reclaim tax paid on saving and investments.
We can arrange a monthly visit to your home to help keep your accounts in order. Customer confidentiality is key, so let us offer you peace of mind and help find the best deals on your utility bills.
Why pay more than you have to? For further information please call Dawn Clarkson