Financial Planning & Advice

If you are thinking about moving home, you will also have questions about how this will affect your finances. Perhaps you have concerns about how you will finance the cost of independent living in the longer term or, if you are downsizing, what the tax implications might be.

The Vale is delighted to be working with Rebecca Maxwell-Hyslop, Principal of Rebecca Maxwell-Hyslop Financial Planning, who can help guide you through some of the questions you might have regarding your finances.

“There are all sorts of questions that crop up as people approach retirement or maybe, they have already retired and are concerned about whether their savings will be enough to cover the costs of their care in the future,” Rebecca says. “This is a fast-moving market where rules on pensions, inheritance tax and indeed, savings rates are changing and it can be difficult to keep track of these. That’s where financial advice and planning comes in. I aim to help my clients understand what is available to them and the best options for their particular circumstances.”

Rebecca has more than 20 years’ experience in financial services, working with both private and corporate clients. If you are considering a move to The Vale and would like a financial review, with no obligation, you can contact her on Rebecca.maxwell-hyslop@sipp.co.uk or telephone 07775 582592.

Rebecca Maxwell-Hyslop Financial Planning is an appointed representative of, and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. www.sjp.co.uk/products.