Money matters but life matters more
Financial planning isn’t a one-off activity; it’s a journey which spans a lifetime, aligning your personal goals with your money.
Our Financial Planners work with you to piece together your life, your money and your values into one cohesive Financial Plan. The plan will consider your income and expenditure (cashflow) alongside your personal attitude to investment risk and investment management. Your plan will identify the life risks which might prevent you from achieving your goals.
Your plan will make sure that your pension arrangements are aligned to meet your retirement goals. making sure that you are making most of your tax allowances to save money now and in the future. We will consider estate planning to safeguard your wealth and make sure it is distributed according to your wishes. For complex tax matters, we will call upon the specialist advice of our in-house Tax team.
We may talk to you about Impact investing and our specially designed PNi portfolios which only invest in Impact funds. We may also explore charitable giving for those who are philanthropically minded.
It is important that your Plan is revisited at least annually to take into account changes both in your personal life, the economy, legislation and investment markets. It is our job to keep you on track, proactively reviewing and amending your plan to deliver the results you set out to achieve.
Your Financial Plan will deliver peace of mind and confidence that you are in control of your financial future.