Financial Planning
Together we will look at your current and future needs. We will carry out a risk assessment to establish the type of investor you are, then we will research the best options for you.
As your financial planner, it would be our role to develop a financial strategy that would help you achieve your desired lifestyle.
Investment advice
We understand that investment gains and losses equate, in reality, to our clients’ standards of living; the stability of their retirements; and their ability to provide for their families as they would hope to do so.
Our investment philosophy, and the methods that we apply, have therefore been given very careful consideration to ensure that they fulfil our clients’ expectations.
Retirement planning
We are experiencing uniquely challenging times, and those challenges are likely to continue. If you are drawing a retirement income now, or thinking about retirement, you should be considering all the possible scenarios for the future – given the potential for a long recession – and planning and structuring your wealth accordingly. Proper planning is a vital way to mitigate some of the pandemic’s effects.
Identifying problems early, changing what needs to be changed or simply having the peace of mind that you are still on track, despite all that is going on around us, will prove invaluable.
If the pandemic has affected the way you earn, or had an impact on your plans for retirement, you may feel you would benefit from talking to us.
Life cover
We also arrange life cover for our clients including mortgage protection, critical illness cover and income protection cover. We carry out extensive research and advice you on the best cover to suit your needs.
Estate Planning Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life, in the event the person becomes incapacitated and after death.
We can advise and help you in this matter and discuss the options available to you.
Mortgages
Christian is also a qualified mortgage adviser, he can advise new mortgage enquiries and also remortgages. We have access to software to research the best products available to you.
