12 July, 2019
Creating the Life You Want
Everything we do starts with getting a plan together.
As Chartered Financial Planners, new clients often come to us with specific problems that they want to address. Sometimes it's buying a house, sometimes it is to take advice on how to invest funds which have been inherited, or paid out after a job change, or received at retirement. Often it relates to whether the money you have will last long enough to allow you to do all the things you want to do during your life.
It always needs a plan.
The one thing we know for sure is that the plan won't come to pass as laid out on paper, but that's OK as the most essential part of any plan is that you go back and look at it, and if necessary bring it up to date. In a nutshell that is what we do, we build a plan for you, help you execute the plan, and then sit down with you at reasonable intervals to check progress against the plan, and update it if required.
Of course everybodies plan is slightly different, and our job is to provide bespoke advice to you, so that you know that your plan is not only unique to you, but the very best fit possible that our many years of experience, high levels of qualifications and knowledge, and absolute honesty can provide.
You can be assured we'll do the best job we can.
Of course there are some common themes in every plan, and this article is to share a little of what we research, consider, and think about during the process, and we've distilled a little of this into a client friendly brochure which explains a little about the process. If you have any questions about this process or would like to discuss it further just send us a message, in the meantime, please;
Download and enjoy the PDF >>>
by John Stirling