HOW DO YOU TAKE YOUR TEA?
Two sugars? It’s the sort of question we ask when getting to know each other. As it happens, I like mine strong with fish and chips. It’s a personal choice. But then money is personal. What we want to do with it is personal. How much we need is personal. The only way we’re alike is that we want the best advice on how to manage it. I believe everyone deserves to have the right advice for them. But I’m not everyone’s cup of tea. Nor should I be. It is though, certainly worth us talking to discover if I’m yours.
WHAT WE DO
We create and implement plans to help you realise what you most want out of life.
This is done by tried and trusted methods. Meeting you. Talking to you. Understanding you and your life’s aims and objectives. Interrogating your financial situation, acting on what we find and identifying your priorities. That can be in person, or on-line. No prizes for knowing which we prefer. At the centre of all this is the knowledge that life is unpredictable. Which makes adaptability the key to relevance and success. And why we suggest regular meetings with you, ensuring we’re always acting on your behalf, not reacting to events. We’d love one, but we don’t have access to an infallible crystal ball. We can though, put together detailed financial forecasting reports using cutting edge software. Enabling us to mix insight, experience and science. And you to explore new options. Contact us to find out more about the cash flow modelling that we can do for you.
PROTECTION
We all know even our smartest plans can be disrupted. So, when the unexpected inevitably happens it’s better to be prepared.
RETIREMENT
No matter where you are in life, planning for the next stage makes good sense.
And the more you want to do in the future, the more planning and resources you’ll need.
SAVING
Something always pops up. So, we all know having funds to hand is important.
What you might not know is how much you need, how quickly you should be able to access it and the best place to keep it in the meantime.
INVESTment Planning
Some financial advisors start with facts and figures and spread sheets. We don’t.
We think investment planning is only worthwhile if it gives you the means to get what you want out of life.
property
Eventually you’ll be in the position to buy a place of your own. That’s when you realise mortgages are not all the same.
INTERGENERATIONAL
It’s not a topic you want to dwell on, but it should be said that your financial plans don’t need to end with you.