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 Designers 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.
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.
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.
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 Designer. The first, “getting to know you” meeting is at our expense and is without obligation. 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 Head Office is at: –
Additionally, our financial planners live and make use of meeting rooms in: –
We make full use of video conferencing facilities such as-
We can also arrange a conference telephone call. So, there is no need to visit an office as all work can be handled remotely. The choice is yours.
If you have any thoughts on this article, “Financial Life Planning. Do you need a plan?”, then we would love to hear from you.