The majority of our clients have been through a difficult time financially in recent years and many have had to put their financial plans on hold for a number of years.
I have recently launched a new financial planning service for our clients which looks at helping clients plan for the future. The single goal here is to help our clients take back control of their finances putting their families and their own priorities front and centre.
Often I find our clients are clear about where they would like to get to financially but are unsure how to make it all happen based on what they are earning. What our financial planning services does is to single out your goals and plan specifically for those goals. The areas that most clients would like addressed tend to revolve around the following questions we get asked;
- Can I save for a rainy day or my kids’ education? Where is the best place to save?
- Do I have the right life insurances/mortgage protection in place and can I reduce my premiums?
- Should I protect my income?
- Is my pension safe and is it worth paying into it?
Most of our clients have these niggling doubts about how they have structured their finances so we have decided to make ourselves available to give some guidance and direction to our clients in the above areas.
If you would like to discuss any of the above areas or indeed any other financial planning related queries please feel free to drop me a line at firstname.lastname@example.org or 015240000 and I, or one of my team will be happy to help if we can.