Degiorgio

Contact Info

First Name

Andy

Last Name

Degiorgio

Member Type

Team Member

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Postcode

RG41 2ES

Location

Camberley/Wokingham

Telephone

07868702231

Mobile

07868702231

Company Name

Penrose Wealth Management

Occupation

Financial - Advisor & Planning

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Brief list of services offered

Pensions, Investments, Protection, Mortgage, Inheritance

Brief description of business (max. 400 chars)

As a Financial Planner with Penrose Wealth Management, I’m passionate about helping people achieve their financial goals and protect themselves and their families from the unforeseen challenges life throws at us.

Together, we explore your life plan to understand what drives you, what your aspirations and dreams are and who or what is important to you. We then look at your current financial circumstances to identify and prioritise any gaps. Once we have agreed on any priorities, I take these away and prepare solutions to meet your needs.

I specialise in advising professionals, businesses and business owners, in particular thinking about these kinds of things:

* How do maximise my retirement pots?

* How do I monetise my business so that it really is my pension?

* How do I reduce my tax?

* How do I organise my financial life?

* How do I protect my family?

* How do I help my kids/grandkids get started in life?

* How do choose the right mortgage?

* How do I pass on as much as I can to my family when I'm no longer here?