Finding a financial planner you can trust and build a relationship with will help you to make smart decisions about your wealth so that the lifestyle you have can be maintained, and the lifestyle you aspire to can be attained.
Your goals and aspirations should be the motivation behind any great financial plan. At Lifeplan we provide a consultative approach to financial planning designed to discover specific dates, figures and objectives so we can help you design a strategy and build a plan to invest, protect and enhance your wealth.
Do you know the answer to the following questions?
By obtaining current valuations of your investments, applying a set of agreed assumptions about investment growth, tax rates and with the benefit of cash flow modelling we can help you identify where your current financial situation is taking you, then you can decide if this is where you want to be. However more importantly if this is not what you have envisaged then we can help plan an alternative route.
For more information about Personal Financial Planning visit our website www.lifeplanfm.co.uk or call us on 01207 297100