FINANCIAL PLANNING & WEALTH MANAGEMENT
HOW WE CAN HELP YOU
It is never too early or too late to start planning your financial future.
Whatever your circumstances or your stage in life, we can help you put together a plan that reflects your values and priorities and helps you to reach your desired destination.
To provide comprehensive advice, we follow a process that allows us to identify your current financial position in relation to your desired financial position. Knowing what you would like to achieve and protect, we review your existing arrangements and what they currently do for you, and then show you what your future looks like if you make no changes.
Whatever your circumstances or your stage in life, we can help you put together a plan that reflects your values and priorities and helps you to reach your desired destination.
To provide comprehensive advice, we follow a process that allows us to identify your current financial position in relation to your desired financial position. Knowing what you would like to achieve and protect, we review your existing arrangements and what they currently do for you, and then show you what your future looks like if you make no changes.
“If a man does not know what port he is steering for, no wind is favourable to him.”
Seneca – Roman dramatist, philosopher and politician (4 BC – 65 AD)
Seneca – Roman dramatist, philosopher and politician (4 BC – 65 AD)
We then create a lifetime cashflow forecast* to show how much you will need in order to realise and protect your future, and identify the most appropriate solutions to achieve that.
Once in place, if you wish, we monitor the performance of your arrangements to ensure they continue to meet your desired financial outcome.
The financial plan* may involve any or all of the following: investment planning, retirement planning, estate planning*, disaster planning* and tax planning*. In certain specialist areas we may introduce you to experts who we know well.
Once in place, if you wish, we monitor the performance of your arrangements to ensure they continue to meet your desired financial outcome.
The financial plan* may involve any or all of the following: investment planning, retirement planning, estate planning*, disaster planning* and tax planning*. In certain specialist areas we may introduce you to experts who we know well.
*Please note that cashflow forecasting, the planning process, estate planning, disaster planning, tax planning and some buy to let mortgages are not regulated by the Financial Conduct Authority. If you engage us, we will make clear to you at the time which areas of advice are regulated by the Financial Conduct Authority.
WE AIM TO GIVE YOU SECURITY, PEACE OF MIND AND A SENSE OF DIRECTION