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Hi Guest
We hope you are well and had a lovely Christmas and new year. It all went in a flash to be honest and now we're already nearing the end of January too! But, now is the perfect time to re-look at your finances and budgets and start planning for the rest of the year. It could be that you need to start looking at your mortgage or your life insurance again. It could be that you would like to have a look at our incredible Lifestyle Financial Planning service? Please have a look through the info in this email, hopefully there's something of interest to you and we look forward to hearing from you soon.
Best wishes
Doug & the Team | |
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We are very proud to let you know that Steve, our mortgage and protection advisor, has come through his training period with flying colours and been awarded Competent Advisor Status with True Potential. For those who don't know, this is the culmination of a tough few years for Steve, who has had to retrain, qualify and start a new career. If you've met Steve, you will know he really looks after his clients.
If you would like some guidance on your mortgage or protecting your family/home then click the button below to book a meeting with Steve. | | We all know that life isn't a dress rehearsal, but we quite often get busy and forget that life is also short. In any conversation we have about your finances, we will make sure to remind you and hopefully inspire you to take the trip, build the house, play more golf, buy the car, take the whole family away – basically ramp up your life. Every client that we help feel like a weight has been lifted from their shoulders! If you would like more information on Wealth Planning click here. Or you can book a meeting with Doug using the button below. | | | |
31 million adults in the UK don't have a will. Putting a will and other legal instructions in place needn’t be expensive or difficult to do, and we provide a whole range of services and support for you. Taking the first step is always the most difficult but puts you as the benefactor in the driving seat. A will can not only provide peace of mind that the correct beneficiaries benefit from any estate distribution, but that it is also done as efficiently as possible. You can read more about the benefits of preserving your estate here or you can book a meeting with Doug using the button below. | | We celebrate our 4th anniversary of partnering with True Potential and we're really proud of our association with them. In 2022 they won several prestigious industry awards at the City of London Wealth Management Awards and the Money Marketing Awards amongst others. 2023 looks no different in terms of backing up their awards with even better technology that delivers innovative solutions that are built for the future.
Doug would love the opportunity to tell you more. Book a meeting with him ASAP.
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Client Feedback Feedback is essential to our success and we'd like to thank all of our clients who write in to thank us for helping them. Here's a message from one of our amazing clients. If you'd like to send us feedback then please click the button and email us your thoughts. "Thank you for all your help and advice throughout the whole house buying process. You had the patience to deal with all our ups and downs in what is a minefield of understanding! You allayed our fears and made the process a lot easier to navigate." | |
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Goals Do Come True Podcast | Did you know Doug produces his own podcast series - Goals Do Come True? With guests that include award-winning business coaches, authors and a tonne of positive people, there is a plethora of fantastic feel good info to tickle your ears with. To listen, click the button below. | | | |
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Don't Forget To Tell Your Friends | |
It's no exaggeration when we say that our success is built on the service we provide and the referrals we receive from you. Please don't keep us a secret, we want to help as many people as we can achieve their financial goals, move into their dream home or protect themselves and their family. Please do tell everyone you know we are here to help. Thank you so much. | |
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Authorized representatives:
Lifestyle Financial Planning / Pensions / Investments / Wills - Doug Bennett Mortgages & Protection - Steve Ody
Direct Email addresses: dougbennett@tpllp.com steveody@tpllp.com
Phone: 01293 889377
Address: Worth Corner, Turners Hill Road, Crawley, RH10 7SL
FCA Registration: 529810
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