FINANCIAL PLANNING

A financial planner takes inventory of your finances and creates a plan to help you reach your goals. Some financial planners also provide investment strategies and  management of your long-term investments.

WHAT IS FINANCIAL PLANNING?

A financial planner takes inventory of your finances, then creates a plan to help you reach your goals. Some financial planners also provide investment strategies and  management of your long-term investments. The type of financial planner that is best for you will depend on your needs, life stage and budget.

HOW DO I WORK WITH A FINANCIAL PLANNER?

A financial planner guides you in meeting your current financial needs and long-term goals. This means assessing your financial situation, understanding what you want your money to do for you (both now and in the future) and helping to create a plan to get you there.

Financial planners help you reduce spending, pay off debt, and save and invest for the future.

Get in touch for advise and guidance on how to manage your finances and create a secure future for you and your family’s needs.

For help and advise with financial planning for your family's future,

Our qualified financial planners are happy to assist you with your financial needs.

Start Your Online Estate Planning Today

And get your FREE personalised report

Powered by HoneyPro

PROBATE

Probate is the legal right to deal with someone's property, money and possessions when they die. If the person who died left a will, this explains what should happen to their estate.

INHERITANCE TAX

Inheritance tax is a tax on the 'estate' of someone who's passed away. How much you pay depends on the value of the deceased's estate – which is valued based on their assets, minus any debts.

TRUSTS

Using a trust can give you peace of mind that your chosen beneficiaries will inherit from your estate. The benefits can include reducing the care fees payable to the local authority and have tax advantages.

DOCUMENT STORAGE

If your Will were to be damaged in any way, the courts could declare the Will invalid. We offer safe and secure storage of your legal documentation in both digital or paper form.

TENANTS IN COMMON

Tenants in common is a term used when two or more people have a share in a property – as in spouses or civil partners – but as separate owners entitled to their own share of the property.

PROPERTY CONVEYANCE

We work with a team of legal experts who will prepare legal documents for a property sale, remortgage or lease extension, and transferring legal ownership if the property is being sold.

FINANCIAL PLANNING

We work with a team of independent financial planners who will help you plan for changes in your income, pensions, insurance, savings and investments. Need help. Contact Us.

LASTING POWER OF ATTORNEY

Nobody likes to think about losing the ability to manage their own affairs. Powers of Attorney gives someone you trust the ability to make decisions on your behalf.

NEED FINANCIAL PLANNING

Looking for help with Financial Planning for the future?

Address List

Social Networks

Our Team are here to provide you with the best service and guidance. Complete the details below to Request a Call Back.

Subscribe

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.