What is financial planning?
Financial planning is more than just financial advice. It is about looking at your “big picture”, understanding where you are now and identifying your endgame – where you want to get to.
By taking a highly personalised approach and asking questions about what you really want to achieve in the short, medium and long term, we can place your financial goals into context and ensure that all the results we seek with your finances are tailored to meet your specific life ambitions as well as your financial objectives.
What we do for each client is therefore highly tailored, but it often includes:
- Cash flow planning
- Investment strategies
- Retirement planning
- Pension advice
- Wealth protection and insurance
- Tax planning
- Succession planning for business owners
- Inheritance Tax planning
- School and university fee planning
- Later life care planning
- Wealth transfers
- Advice on downsizing
- Multi-generational financial planning
- Estate planning
- Answering the question: “Do I have enough to..?”
- Defining goals, setting targets and monitoring progress
We are very proud of the long-term relationships we have built with our clients, in many cases spanning multiple generations.
For more information on why our clients choose us – and in many cases have stayed clients for more than 20 or 30 years – visit our Why choose us? page.
