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Introduction to Financial Planning

We all have goals, dreams, ambitions for the future, for ourselves and our families, but how do we achieve them?

Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.

You will almost certainly have plans of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.

There are so many issues to consider when planning one's financial future, so here are a few thought provoking 'milestones in life' to assist you.

Milestones in Life

Birth > start school > university or college > start work > change of job > first home > getting married > starting a family > move house > change of location > redundancy > starting your own business > unexpected windfall > divorce > illness > retirement > death

It is easy to take all this for granted, but it's a lot to think about when making plans for the future.

Financial Planning could:

  • Help to increase the value of your savings & investments in a tax efficient manner
  • Protect yourself and your dependants' income in case of unforeseen problems
  • Increase the after-tax legacy you pass on to your beneficiaries.

You can rest assured that we will provide you with expert financial advice plus regular reviews and evaluations of your financial plan.

Call us today for a no obligation chat about planning your financial future.

THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.

TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.

TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.