Build a life on your terms.
At Cummins Financial Advisers, we offer experienced financial advice that helps you to feel more financially secure and empowered about your future.
Does your financial future excite you?
We know that thinking about money can be difficult, especially when you're confused by the options that are available to you.
Uncertainty over the future
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Without a financial plan in place, it can be difficult to understand how your money can work for you and what you should consider when thinking about the future.
How much is enough?
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It's common for all of us to be unsure about how to maximise the funds that are available to us, and how we use the money we have to live the life we want to live.
Am I prepared?​
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Without guidance, it's sometimes difficult to think about how you can protect your retirement, your family and your business, and what you need to do to ensure peace of mind in these areas.
"We believe you deserve to feel confident, reassured and optimistic about your financially secure future."
- Gerry Cummins
Director & Financial Adviser
Our job is to be a helpful guide on your journey.
By taking the time to understand your individual circumstances, your current protection and investment needs, we use decades of experience to build you a personalised, bespoke plan.
Planning for retirement​
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Retirement is a big life transition, and looks different for everyone. We build a plan based on your dreams & desires to help you plan for the best one possible.
Protecting your family​
For most of us, peace of mind comes from knowing our family are protected in all circumstances. We make sure this is the case for you.
Saving for the future
The world of investing can be difficult to understand. We help you with decades of experience to build a plan for making your money work hard.
Protecting your legacy​
You want to make sure that as much of your wealth passes down to the next generation. We show you how this is possible.
Business Planning
Whether you're planning for growing your business, selling it or exiting it, we build strategies to make sure any option you take is right for you.
The areas we specialise in:
In order to help you to achieve the above goals, we specialise in lots of different areas, meaning you can be confident that everything links together.
Pension Advice
Protection Planning
Investment Advice
Inheritance Tax Planning
Business Planning
The value of investments can go down as well as up and you may get back less than the amount invested. The Financial Conduct Authority does not regulate taxation advice.
It all starts with you.
Not with your money.
1.
We understand you
In order to help you get to where you want, we need to understand what the future looks like for you and what your current situation is. We offer a friendly ear to get to know you on a deeper level.
2.
Build a plan
We show you what the future looks like, and what we need to change to help you get there. This may involve making some recommendations and implementing some tweaks to your finances.
3.
Track
In order to make sure the plan keeps on working for you, we regularly keep up with you and your plans, and make any changes required to ensure you stay on track.
