A free savings and pensions drop-in clinic is to be held at a thriving coffee lounge and business hub in February.
Financial expert, Robert Newcombe, will be offering free financial advice at The Coffee Lounge in West Moors.
Robert, executive financial adviser at Blue Sky Financial Planning in Poole, will be on hand at the Station Road venue on Tuesday, February 20 from 10am to noon.
No appointment is necessary to attend the drop-in clinic, part of the venue’s policy of using expert partners to make advice more accessible.
Sandra Neild, who runs The Coffee Lounge, said: “It can sometimes be a bit daunting for people to have to ask for advice from professionals.
“Our clinics offer the chance for an initial free consultation in an informal and relaxed atmosphere – with the addition of great coffee.
“We are a not-for-profit community interest company and it is our mission to be a business referral hub for local businesses and the local community alike – the drop-in clinics are very much part of this ethos.”
Robert, who has 26 years’ experience in the financial services industry, specialises in wealth management, investment advice and inheritance tax planning.
He joined Poole-based Blue Sky Financial Planning in January 2017 to help deliver financial planning advice and guidance to a wider variety of people.
Robert said: “We completely buy-in to The Coffee Lounge’s rationale and my attendance is part of our company policy of giving something back to the community. We don’t do this simply to attract new clients, we want great financial advice to be more accessible to all.
“I am just here to answer any questions and offer guidance across the full range of my area of expertise to anyone who has a question – and in West Moors is perhaps somewhere that this is not often possible.”
Sandra opened The Coffee Lounge in 2012, with the aim of providing a ‘Local Epicentre’ for great coffee and accessible professional advisers. Profits are ploughed back into the local area.
It is now well established as a resource centre for local people and businesses, a focal point for help and advice and a referral hub for tradespeople, goods and services.
Three drop-in clinics are held each month. On the first Wednesday of the month is a legal clinic, on the second Thursday it is accountancy/tax and Blue Sky Financial Planning are there every third Tuesday to talk about anything related to planning finances.
- Blue Sky Financial Planning Ltd, 7 Vista Place, Coy Pond Business Park, Ingworth Road, Poole, Dorset, BH12 1JY
firstname.lastname@example.org 01202 756560, www.blueskyfp.co.uk
Blue Sky Financial Planning, established by Gary Neild in 2002, provides comprehensive financial planning to individuals who wish to prepare properly for their financial future. The company’s vision is to help clients understand their choices fully and empower them to live the lives they want with peace of mind.
Services include tax planning, the co-ordination of pensions and investments, and retirement forecasting. Blue Sky Financial Planning is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk/register) under reference number 211720. For more information, visit www.blueskyfp.co.uk.
- The Coffee Lounge at Local Epicentre, 137 Station Road, West Moors, Ferndown, Dorset, BH22 0HT
email@example.com 01202 855322, www.localepicentre.co.uk
- Media enquiries to Cliff Moore, Deep South Media, 01202 534487 (office), 07469 158458 (mobile) or email firstname.lastname@example.org