Financial planning is really quite simple – “spend less than you earn”. However, life is complicated as we like to change jobs, homes, start a family, care for the young and the old. This is where savings (in the form of cash, investments and pensions), mortgages and protection plans become useful.Learn More
Retirement Planning forms a part of Financial Planning, with a specific focus on retirement and pensions, but also any other resources you may have. This can include savings, ISAs, investments, shares, other property, state pensions, inheritances.Fundamentally you need to think about three questions.Learn More
The key to estate planning is to understand the full value of your estate, the nature of those assets on death and how you would like the proceeds divided between your loved ones, wider family, friends and charity. Certain assets such as commercial property, farmland, private company and some AIM listed shares attract valuable tax reliefs.Learn More
In late 2013 I was introduced to a wealthy couple William and Margaret, age 58 and 59. They both had good jobs, a lovely old cottage, a French holiday home, one buy to let property, mortgage free and almost £0.5 million in investmentsRead about how we helped our client.
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