Whether you are a business owner, entrepreneur, or reviewing your personal finances, financial planning is an ongoing process that spans your entire lifetime.
Financial Planning
Achieving financial success
Financial planning can centre around where you are now, the things you want to achieve, your values and your happiness. By investing time in financial planning, you create a roadmap to guide you through the different stages in your life, supporting you to achieve your goals.
Our team of financial planning experts work closely with you to better understand what you want to achieve with your finances, using insights and practical advice to guide you through the process.
Our process
Gaining Insight
A financial plan is as unique as you are, its creation starts with us listening and truly understanding what is important to you. Whether that’s living a life full of adventure, providing support for the next generation or simply having the peace of mind that comes with financial security, we spend time getting to know you. This allows us to better understand both the drivers for your decisions and the desired outcomes.
Analysing and Forecasting
Once we have a deeper understanding of what you are trying to achieve, we use powerful personal cashflow forecasting tools to demonstrate possible outcomes. This allows us to bring everything together in a visual presentation. We can then interrogate this plan, testing its robustness against events such as a downturn in your investments, unexpected costs or even the impact of poor health. We can also predict how spending now will impact on your future, empowering you to make better informed decisions.
Keeping in Touch
We revisit your plan at least annually, updating the latest expectations of inflation, interest rates, investment returns and tax legislation, all of which have a significant influence. More importantly however, we’ll review what’s happening in your life and revise the plan around changes in your business and income or personal finances. We will also consider new ambitions to work towards, events that have happened in your life and how these have shaped your views.
Your entire team is helpful and a delight to work with, from the receptionist to the partners. I would be only too pleased to recommend your services to any company, large or small!
Mark Cardy
Nationwide Community Care Limited
