Financial advice drop-in provided by ‘the financial guys’

David Johnson will be available at the Cedarwood centre on Monday, 31st October, 🎃 from 10am till 2pm offering a drop-in for residents to come along and get financial advice – FREE. David will be able to offer advice and info relating to:

  • Supporting with budgets and advising where to save on spends
  • Reviewing utilities including gas and electric through Utility Warehouse
  • Giving advice on Wills and reasons to have one in place. An appointment can be booked for writing the Will.
  • Discussing mortgage end date, where I can refer to one of my colleagues for a call back if required.
  • Reviewing loans and credit cards and offer advice.
  • Reviewing current insurance policies and checking to see if written into trust. An appointment can be booked to review policies and I can rebroke if required.
  • Also, able to offer a call back about pensions from a colleague too.

David is a Will writer for The Will Guys based in Wallsend. Everyone that works for the Will Guys are also FCA regulated protection advisors for The Financial Guys.

With the news that is circulating over the past few months about the cost of living crisis, they have been offering free financial well-being reviews to support people to navigate their way through it.