Financial planning

It is reassuring to know you have a clear plan for the future. Financial planning can help your clients organise their finances to make the most of their money and avoid situations they may not have anticipated.

Our in-house financial planners are experts at thinking ahead and have long-standing experience of advising individuals, couples and families, companies and trusts. With their guidance, your clients can have a strategy for whatever life brings.

It is never too soon to plan for later on. By getting clients to focus on the lifestyle they want, the income they will need and who might be depending on them, planning can help your clients and their investment manager to set their investment goals.

It gives them peace of mind to know that they have retirement covered, and can help children and grandchildren with expenses like school and university fees or buying a home.

Planning can also help your clients understand how choices available to them now may limit what they can do in the future. Pensions is just one area where rules are changing all the time. They need to know how the rules affect them before they put money into a pension, or take it out. 

For more information, please contact a member of our team.