J’AIME MAY 2022
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POOL HOUSE<br />
Professional advice with a personal approach<br />
Pool House Group provides bespoke financial planning that is tailored to your individual needs.<br />
We take our clients through the full financial planning journey from pension/savings accumulation,<br />
all the way through to retirement. We use cash flow software that will demonstrate how your<br />
objectives and future goals can come to life and how these will work for you in the future.<br />
WOMEN’S WEALTH - LET’S CLOSE THE GAP<br />
As a Chartered Financial Planning Practice, we have<br />
started to see a change in a ‘typical’ client profile -<br />
more women are now in senior roles, returning back<br />
to work after having their children, closing the gap<br />
between spouses/partners and in many circumstances<br />
are the main household earners.<br />
During the pandemic, investment platforms and<br />
trading apps reported a new influx of female<br />
investors - Pool House Advisers are passionate about<br />
establishing long term relationships with investors to<br />
ensure that our clients work towards and reach their<br />
financial freedom regardless of gender.<br />
Circumstances can change our financial freedom<br />
which could be an employment change, death of a<br />
loved one or a divorce, and Pool House are always<br />
here to assist our clients in every stage of life and<br />
every change of circumstances. We aim to establish a<br />
long term relationship with our clients and are always<br />
at the end of the phone to help with your needs.<br />
• RETIREMENT PLANNING<br />
• INVESTMENT ADVICE<br />
• INHERITANCE TAX PLANNING<br />
• FAMILY PROTECTION<br />
• MORTGAGE ADVICE<br />
‘When starting off in the industry’<br />
quotes Phoebe ‘I was disappointed<br />
to be one of only a few female<br />
advisers and consequently this has<br />
made me very passionate about<br />
inspiring females to not only join<br />
the industry but to get qualified to<br />
financial adviser level. I understand<br />
the pressures of juggling a career<br />
alongside family life which can be<br />
relatable in particular to female<br />
clients. I am passionate about<br />
women doing well in all sectors and<br />
believe that my experience can<br />
assist my clients with both financial<br />
security and independence’.<br />
Phoebe Kalsi DipPFS -<br />
Director & Financial Adviser<br />
We pride ourselves on our informal<br />
but professional approach to<br />
financial advice and we believe<br />
that to generate a long-term<br />
relationship, service is always key.<br />
We are accessible and all of our<br />
staff are trained to a high level.<br />
You will always speak to the same<br />
person twice. We promise our clients<br />
that we will always be:<br />
• TRUSTWORTHY<br />
• RELIABLE<br />
• KNOWLEDGEABLE<br />
• FRIENDLY<br />
‘Women are instrumental at inspiring<br />
other women’ quotes Fiona ‘and it<br />
is important to support each other<br />
through business. Being a full time<br />
working mother myself, I know the<br />
pressures of being a parent and<br />
managing business responsibilities.<br />
There shouldn’t be any limitations<br />
on the success of females and their<br />
financial future’.<br />
Fiona Haigh - Director<br />
POOL HOUSE ARE ALSO PASSIONATE ABOUT SUPPORTING<br />
YOUNG WOMEN OUTSIDE OF OUR INDUSTRY - WE ARE PROUD TO<br />
SUPPORT A LOCAL CHARITY - SPARK BURNTWOOD WHICH WE ARE<br />
ASSISTING IN PROVIDING FREE CHILDCARE TO ENABLE YOUNG<br />
MOTHERS TO TAKE ON EDUCATIONAL PROGRAMMES<br />
Pool House, Dam Street, Lichfield WS13 6AA • 01543 441644 • www.poolhousegroup.co.uk<br />
*Pool House is a trading style of DRB Associates Ltd which is authorised and regulated by the Financial Conduct Authority
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