Financial Life Planning is my specialist area of expertise. 26 years experience in face to face advice helping people achieve their financial life goals. Your financial life plan may include all or some of the following details:
Preparation of these financial items:-
An Income and Expenditure analysis as of now and in the future. Cash-Flow Projection - When you give us access to all your financi
al affairs we can create your cash-flow statement and determine what needs to change. Risk profiling - We ask you to complete a risk report, which determines how much risk you are willing to take but also how much loss you can bare. We link your risk profile to your current investment portfolio to see how well it matches up and look to see how to improve your longer term situation.. We look to see what we can do to improve your Tax situation. We give you our Recommendations and confirm why these are the most suitable for you. Putting your Plan into production
On your agreement to proceed, we will match your results with our research to produce a tailor-made portfolio that fits your life plan. Everything will be carefully documented so that you can always refer back as to why we made these recommendations. Keeping a close eye on your investments
We will agree a regular meeting strategy and you will have the ability to check on your investments whenever you want to through our on line system. Once you have agreed your life plan with us, we will meet to ensure that you are "on-track". That's the value that we will bring to our relationship.. And it's on-going, year on year with as much communication as you want. We will keep you informed of changes that we feel affect you so that you are aware that we are always on your case.
