You’ve indicated that your financial circumstances are about to change.
Life inevitably involves twists and turns, with some that are expected while others may be entirely unplanned. But whatever your situation, chances are your financial needs will change over time.
We understand the sense of financial uncertainty around a life changing event (for example approaching retirement, bereavement, divorce, downsizing or changing jobs) can be more stressful than the event itself.
We are here to help give you a clear picture of your financial future, and most importantly peace of mind and support.
You may already have pensions, investments, or savings in place. But often they are disjointed and unstructured, leaving you without a clear picture of how everything fits together.
We work with you, to understand your current situation, both your short and long-term goals, and then we’ll create your personalised plan – with the impartiality you’d expect and the confidentiality your situation requires. We will also keep you on track, by reviewing your plans to make sure you’re heading in the right direction.
Whatever your situation, we’re here to help, guide and support you. We can help through a wide range of services.
There are a number of important questions that we can help you consider and plan for:
- will you be able to sustain your current standard of living into the future?
- what should you be doing now/immediately?
- how do you structure any new savings and investments in the most tax-efficient way?
- how do you ensure any financial settlements as a result of divorce meet the needs of your family members?
