Talking about finances
We know that talking about your finances can be daunting. That’s why the first thing we do, is listen. Our role is to understand what’s important to you and how we can help you achieve it because, ultimately, we want to place you in control of your financial future.
We also understand that financial advice, with all its industry jargon and complex terminology, can be off-putting. And that the last thing you want is to feel embarrassed you don’t have a better grasp on your finances. We’re different: we speak plain English, provide a compassionate and sensitive service and believe there there is no such thing as a ‘silly’ question.
Meet your team
At Talking Finances, we take a whole team approach. That’s because we know that by working together, we produce better results for our clients. It also means you’ll have a whole team on your side.
Come and meet us.
Chartered Financial Adviser
Office & Client Relationship Manager
PA & Administrator
Who we help
We work with clients at every stage of life. Find out more about how we help clients navigate the challenges and transitions of life:
You're making changes
Are you thinking about retirement? Or going through a divorce? Perhaps you have an empty home now your children have flown the nest? Or you're considering a career change?
You're recently bereaved
Have you lost a loved one? Are you feeling vulnerable and unsure how to manage your finances? We can help you understand your money and gain control over your financial future.
You're settling down
Are you thinking about settling down or starting a family? Would you like to buy your first home? Or maybe your forever home? Perhaps you want to readjust your work-life balance?
You're starting out
Are you confused about how much you should be saving or what to put into a pension? Have you received an inheritance, gift or bonus but feel unsure about how to invest it?
Certified Financial Abuse Specialist™
Talking Finances Financial Adviser, Carole Haswell, has successfully met the standard required to achieve the status of Certified Financial Abuse Specialist™. If you are affected by financial abuse, or you suspect someone you know if affected by financial abuse, find out how we may be able to direct you to the most appropriate help and support you.
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