Creating your financial plan
What do you want to achieve? Do you want to do something, be something or go somewhere? Or is it about security, peace of mind or simply doing more of the things you love?
Financial planning is journey that spans your entire lifetime and it centres around where you are now, where you want to be and your values. Your financial plan is the roadmap that gets you there, and it can only be created once we truly understand your vision.
It’s also our role to help keep you on track throughout your lifetime and we’re here to work with you on an ongoing, proactive basis and to be your financial coach. We know things change along the way, that’s why we’ll discuss your plan with you on an annual basis.
We’ll work with you to:
1. Understand your short and long-term goals
Do you want to grow, protect, or pass on your wealth?
2. Create your bespoke plan
You might have a specific goal or want to know if you have enough money to last for the rest of your life. You might love your life and simply want to maintain what you have already. Whatever you want to do, we’ll build your plan around you
3. Keep you on track
Reviewing your plans and making sure your heading in the right direction
Financial planning needs to align your goals with your financial situation. It can cover some complex and technical issues that require specialist knowledge. We can help through a wide range of services:
- Investment management
- Cash flow planning
- Retirement planning
- Inheritance tax and estate planning
- Protecting your family
- Business owners
- Family consulting