How can financial advice help me?

Financial advice can help you by…..

• Taking greater control and organisation of your, and your family’s, financial circumstances today and into the future.
• Making more informed investment decisions – ensuring your money is working harder for you.
• Helping you to achieve the retirement you want.
• Protecting yourself and your family financially from life’s ‘knocks’.

Some examples to help identify how financial advice might help….

With regards to your retirement planning:

1. Do you know to an accurate degree how much you have saved to pay for your retirement? (Yes or No)
2. Do you know what you need to have saved in order to pay for the retirement you want? (yes or no)
3. Do you have a clear plan for getting from where you are to where you need to be in terms of funding your retirement? (Yes or No)

If any of your answers to the questions above are no, then please do get in touch. I can help you turn those into a “Yes”.

With regards to your savings & investment planning:

1. Are your investments working in a way to deliver the returns needed to meet life’s objectives – after the effects of inflation?  (Yes / No / Don’t Know)
2. Are your investments structured in a tax efficient manner? (Yes / No / Don’t Know)
3. Are you monitoring your investments and savings regularly to ensure they remain appropriate and on track?  (Yes / No)

If any of your answers to the questions above are no, then please do get in touch. I can help you turn those into a “Yes”.

With regards to protecting your financial future:

1. Are you clear about what happens immediately following your death or diagnosis of a critical illness from a financial perspective?  (Yes / No)
2. Are you clear about how family and loved ones will manage financially following your death or diagnosis of a critical illness? (Yes / No)

If any of your answers to the questions above are no, then please do get in touch. I can help you turn those into a “Yes”.