Clients
- How are you feeling about your financial situation? (It’s normal to feel anxious about money, regardless of how much you have/haven’t got)
- Could you do with a “financial thinking partner” / sounding board?
- Who’s helping you manage life’s financial transitions?
- Who is your proactive guide around financial & tax planning?
- Who is on hand to tell you what you need to hear?
- When will I be able to retire?
- Am I making the best use of my financial resources?
- Will be family be ok if something happens to me?
- Can I afford to help my children financially?
The Key Benefits of Financial Advice
Behavioural
- Independent sounding board / voice of reason
- Help avoiding pitfalls
- Telling you what you need to hear
- Helping manage life transitions
- Support & guidance during volatile markets
Financial Planning
- Understanding you and your goals
- Inspire & create a plan
- Cashflow modelling
- Implementung financial solutions
- Regular review meetings
Investment solutions
- Constant monitoring of available investment solutions
- Risk profiling - sophisticated techniques inc behavioural science
- Selection & management of external investment services as necessary
- Opitmal efficiency of Invesment process: Asset allocation, fund selection, portfolio re-balancing
- Invesment policy statements (Charity Trustees)
“Tax leakage” mitigation
- Maximising tax reliefs
- Proactive, not reactive, tax planning
- Legislative changes - revisiting the plan
- Ongoing guidance
- Tax efficient estate plan
- Tax efficient retirement income
Other
- Ad hoc meetings for key decisions
- Unlimited access for financial questions
- Outsourced financial administration and “head space”
- Second opinion service / thinking partner
- Support across family / next generation
- Financial project management
- Coordinator / introducer - other professional advisers
Please feel free to contact us for a no obligation initial discussion.
CONTACT US
