Financial Planning

Financial Planning

The financial planning process consists of several steps that help clients take a “big picture” look at where they are financially. Using these steps, we can help clients work out where they are now in relation to what they may need in the future, and what they need to do to reach their goals.

The process involves:-

  • Gathering relevant financial information.
  • Setting life goals and planning for key events – for example, marriage, buying a new home, having children and retirement; as well as those unexpected, stressful ones that often prompt a reassessment of financial priorities, like bereavement or redundancy
  • Analysing and evaluating your current financial status and financial planning strategies
  • Establishing and implementing a strategy or plan of how you might meet your goals, encompassing your current situation and future plans
  • Reviewing your plans on a regular basis to help ensure that these objectives are being met and taking account of any changes in your situation.

As part of our role, we aim to ensure that financial planning provides direction and meaning to each client’s financial decisions. To help clients understand how each financial decision they make affects other areas of their finances. By viewing each financial decision as part of a whole, we can help our clients to consider the short and long-term effects on their life goals and objectives. This is a holistic financial planning approach.

Our advice is provided by a Chartered Financial Planner.

The value of investments can go down as well as up and you may not get back the full amount you invested.

Want to know more?

Call us for a friendly chat on 01423 623 196 or email: