We’re proud to give advice to forces personnel

We’re proud to give advice to forces personnel

We are backing a new initiative from the Personal Finance Society called the Forces MoneyPlan.

The programme, being run in conjunction with On Course Foundation, has been established by The Personal Finance Society (PFS) to enable injured and recovering armed forces personnel and veterans, whether in receipt of related compensation payments or not, to benefit from free financial guidance from a fully qualified and regulated financial adviser

The aim is to make a difference in the lives of service personnel and veterans who have given so much to their country.

Our advisers are among approximately 50 PFS members who have already indicated an interest in offering a free guidance session to service personnel and veterans in need of some form of financial advice.

Manning and Company adviser and PFS 2016 Chartered Financial Planner of the Year Kate Gannon reveals there was no hesitation from colleagues when she proposed the idea of firm-wide support for the initiative.
“Many of our team have links with service families, having worked in the southwest region for many years. We appreciate the difficulties that people can face when retiring from the military. Not only is it integration back into family life but into society, a society that is continually changing. We hope that by supporting these people and by offering a free consultation, we can simplify the processes and make getting a mortgage, arranging a pension or investing money more straightforward.”

Managing director Paul Northmore encourages firms to support the cause.
“Being based in a naval city with a strong heritage means we’ve been helping military families look after their money for almost 30 years.  We are proud to be supporting this initiative.”

PFS chief executive Keith Richards
“PFS members have shown they are keen to give something back to the community, and Forces MoneyPlan has already received tremendous support from members, many of whom are ex servicemen and women themselves.”

For professional, independent financial advice, get in touch by calling 01752 837950

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