So, why should you complete a Financial Life Plan and regularly review it?
People do not buy pension plans because they want a pension plan! What they want is the lifestyle a pension can bring. Financial Life Planning looks at the purposes for which you want to use your money. Our Financial Designers discuss with you what your goals are, what you want to achieve and by when. They will then prepare a plan that will act as your ‘road map’ to help you arrive where you want to be, and at the time you choose.
Our Financial Planners can help you to design your financial future plans by providing a full financial planning service. This makes use of a lifetime cash flow model that can be a useful tool to see how financial decisions can affect the long-term outcome.
How does it work?
The model is built using data supplied by you, such as income and outgoings, assets and liabilities and expected future events. The model shows you how your finances develop over time and you can ask us to show the outcomes of different scenarios.
Watch our Financial Life Planning video.
We have produced a short video to show you how this can work for you.
The model is useful to help design the recommendations that will affect future goals and objectives.
How Anstee & Co can help you with Financial Life Planning
We are a firm of Independent Financial Planners. This means that the advice we offer is unbiased. Unlike some firms, we will look at all the financial solutions that are available to you.
Why not start the planning process by arranging a meeting with a Financial Planner. The first, “getting to know you” meeting is without charge. A meeting can be arranged at a time and location that is convenient for you. This may be at your home, place of work or one of our offices. Our offices are located at: –
- Kettering, Northamptonshire
- Stamford, Lincolnshire
- London, Pall Mall, Greater London
Additionally, our financial planners live and make use of meeting rooms in: –
- Bedford, Bedfordshire
- Market Harborough, Leicestershire
- Northampton, Wellingborough, Towcester and Brackley in Northamptonshire.