Financial Planning Solutions
In the ever-changing world we live in it is imperative to consider your future and plan accordingly. This is particularly relevant when it comes to Financial Planning, which is why we like to treat the process as a coaching experience rather than a lecture.
We will work together on the Financial Planning process covering issues like Risk Cover, Investments, Retirement and finally your Estate and Tax Planning which goes hand in hand.
The coaching offers a complete analysis and understanding of who you are and what you want to achieve in your life. We take time to understand you and your circumstances, as well as the goals and needs that you have.
We believe that it is vital for you to develop an on-going relationship with your planner and we ensure that the plan is implemented and monitored together with you so that you have the relevant structures and necessary assistance to plan for your future.
The plan involves:
- Retirement planning: a detailed view with changing projections of your entire retirement plan and goals.
- Investment: an overview of your investments as they stand and an on-going asset allocation model that changes with your lifestyle.
- Life and disability cover: where necessary risk cover is implemented and reviewed periodically and you are ensured the best rates and assistance in the process.
- Estate planning: a view of your estate, as it stands, ensuring that your will is aligned with your estate plan.
- Tax consultation: relating to your goals and investments position.
Services for Companies
We also offer Business Protection advice, following the same philosophy that we have for individuals; coaching not lecturing. This service looks at business continuity and protection such as partnership and keyman plans for businesses. There is always a need to review policies in place for businesses. Specific policies are often in place for partners who may need to buy each other out on the death or disability of a partner without incurring double estate duty . Businesses also put policies in place for key individuals who are vital to the development of the business.
