Good financial planning is all about providing advice and recommending appropriate actions for you. These actions usually involve existing or new financial products like investments , trusts, or pensions. Recommending the right combination of these is what we do. It’s our job to understand the complex financial market, the myriad of products that are out there and advise you on a simple course of action which suits what you want to achieve.
Everyone’s different. So the really important thing is that what we recommend for you will be completely customised for your needs. When do you want to retire? When will your mortgage be paid off? What sort of lifestyle do you want? Do you need to save up for things for the kids in the future? And what about protecting your assets so they stay with your family? A good financial plan which is regularly reviewed, will help you work towards your goals and give you a greater understanding of how to manage your assets.
Financial Planning covers a wide range of areas and services – see the list below for some key ones, and click through to our resource centre for some more information. But don’t get too hung up on it – after all it’s our job to help you navigate the world of financial planning. These pages are just a little bit of background.
For more information on how we act on behalf of our clients, our payment structures and terms please read our Retail Client Agreement (here).