So how do we put together a plan?
We help people put plans in place for the short, medium and long term.
We implement the plan choosing which investments, which tax wrappers to use and who should manage the money.
We review their situation on a regular basis to suit them and make any changes to their investments after that review if needed.
We would describe our approach as holistic, so before going into the detail, it is important to explain that our focus ensure bespoke plans, built to suits your needs, aims and specific requirements.
We help them with tax, wills, lasting powers of attorney, setting up trusts, and Inheritance tax planning where necessary, bringing in other professionals as part of our team.
That trusted adviser.
Structuring a plan
Building a plan
1. The End Game:
We need to set your goals and know what it is that you want to achieve and what you would be happy with. It’s important for your goals to be SMART. In case you are not familiar, this stands for:
Specific, Measurable, Achievable, Relevant, and Time Bound.
2. Design it:
You wouldn’t build a house without designing it first, making sure the layout worked for you and your financial plan is no different. It is important there that you visualise everything you want to include and find its place in the plan. Make a list of what you will need to fund your working life. We can be the architect of your design coming together; taking your ingredients and mapping out a framework that you can pick and choose from, with a schedule to follow, and a cost to deliver the dream.
It may be that we need to edit a little, either to increase or reduce your budget, but as long as the goals follow the principles of SMART then the dreams should be possible, otherwise they will simply be pipe dreams.
3. Build it:
Once designed, we will put all the building blocks into place in a timeline. This will form an affordable structure to help you to achieve your goals. We will monitor its progress, providing you with regular updates to help keep the plan on track and adaptable. Circumstances change – hopefully for the good – but whatever way the cards fall, we will be by your side to help.
Investing and investments
Retirement and Pensions
Property and Asset management
If you would like to be contacted, please leave your details by completing the form below, or if your need is more urgent, please don’t hesitate to contact James King by emailing firstname.lastname@example.org , or call him on 01279 598710 and if he is not available, leave a message and he will call you back as soon as he becomes available.