We only have one lifetime, so what’s really important to you? What is non-negotiable? Furthermore, how do you make what’s important to you happen? Our solution is our Lifestyle Financial Planning service.
Whatever your hopes and dreams, you have a better chance of achieving them if they are clearly defined, you know how much they will cost and how you can fund them. Clarity is what our Lifestyle Financial Planning service offers.
Long before one of our Financial Advisers talks to you about your finances and your financial planning options, they will have an in-depth discussion about your important lifetime objectives. Only then will your Adviser start to work with you to plan how you can achieve your goals. Using state-of-the-art software your Adviser will be able to plot your likely income and expenditure along the timeline of your whole life to help you understand whether your goals are fully achievable, or whether you will need to prioritise. They key thing is this clarity of purpose in your financial planning and regular update meetings.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.