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Free Financial Health Check with an Ex-Military Financial Adviser

Category
Money
Industry
Financial and Insurance Activities
Type
Event
Event Type
Virtual meet up (event)
Cost
Free

Description

Life is busy and we often don't find the time to sit down and take control of our finances yet inaction could costs thousands. This virtual clinic gives you the chance to sit down with Rupert, an ex-military regulated financial adviser, for a relaxed, confidential chat about your finances.

Expect no jargon – just clear, personalised advice to address your concerns, from budgeting and tax planning to laying the groundwork for growth and retirement.

These one-to-one sessions are designed to bring you peace of mind by putting you in control of your money.

A little about Rupert - he spent seven years as an infantry officer in the British Army before retraining to become a financial adviser. He's passionate about giving back to the Armed Forces community by providing financial education to help Service Leavers and Veterans make better informed decisions with their money.

Each session is:

  • Free of charge
  • 30 minutes long
  • Virtual
  • Focused on your financial goals and challenges

What you can expect:

✔️ Practical tips tailored to your current situation
✔️ Clear advice on business and personal finance planning
✔️ Support to build confidence and take action
✔️ A calm, professional space to ask the questions you might not know where else to take

Register to book a session with Rupert.

About Enver Wealth Management Ltd

Rupert Adams is our ex-military financial adviser offering his services to the Armed Forces community. See our opportunities page to book a no obligation one-to-one financial consultation with him.

At Enver Welath Management, we are committed to helping our clients preserve and enhance their wealth. Professional excellence and personal integrity are central to us. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a dedicated relationship to meet all your financial needs, whether your priority is to:

  • Build or preserve wealth
  • Manage cash and borrowings
  • Gain financial protection against risk

With ever-changing circumstances, the ongoing nature of the relationship is key to ensuring financial plans remain effective in achieving your goals.