• 01925 358342
  • support@contractor-financial.com

ABOUT US

What sets us apart is our personalised approach. We don’t believe in a one-size-fits-all solution. Instead, we take the time to understand your individual circumstances and tailor our services to meet your specific needs.

Whether you’re a seasoned contractor or just starting out, we’re committed to helping you navigate the financial landscape with confidence. From mortgages to retirement planning, asset protection, and maximising employee benefits, we’re here to provide you with the expert guidance and support you need to achieve your financial goals.

With Contractor Financial, you can trust that you’re working with a team that is dedicated to helping with all aspects of financial planning, making the complex simple and putting you in control.

joanne elwell

Contact us today to find out more how you can benefit from the Contractor Financial experience.

CONTRACTOR FINANCIAL REVIEW

This is the best way to gain a quick understanding of the useful financial information that is key to know as a contractor.  It will give you the chance to have all your financial questions or immediate concerns answered and help plan for the future.

We have created this unique consultation to give you an overview of your Financial Circumstances with the objective to put you in control and be more informed to make better financial decisions. You will spend around 30mins to an hour, depending on your requirements and you can choose between a personal or joint review. You will understand your Net-worth, income and expenses, and identify your financial goals. Our report covers 10 key areas, empowering you to prioritise needs and plan for the future effectively:

The areas we will help you consider are listed below

1.    Emergency Funds
2.   Debt Consolidation
3.   Savings and Investments
4.   Employee Benefits
5.   Life Insurance
6.   Critical Illness
7.   Income Protection
8.   Pension
9.   Mortgage
10.  Wills and Legal Affairs