The start of a new year is often a time for reflection, addressing lingering items from the previous year and planning ahead for the year to come.

For busy individuals, this can be a good time to bring your personal finances to the top of the pile, at least momentarily taking stock and ensuring not only that you are prepared for the end of the tax year, but that longer-term financial goals are also well planned for.

Where to start?

We consider the following fundamental questions for effective long-term financial planning:

  • Do you know when you want to retire? And do you have a retirement plan in place?
  • Do you have any other funding priorities now and into retirement, such as helping out your children?
  • If you passed away or were unable to work, would your family / partner have sufficient funds for expenditure now and into retirement?
  • When was the last time you had your overall financial position reviewed by a financial adviser?

If you’re unsure of the answers to any of the prompts above and would like to get clarity on your current and future financial position, we’re here to help.

We help support our clients by providing a comprehensive financial planning and investment management service. By considering their financial situation holistically, we help focus on their investment and associated tax considerations, cash flow planning and modelling, pension planning and inheritance tax and estate planning.

Stick to your financial resolutions this New Year, and get in touch today to arrange a complimentary, obligation-free financial health check at a time of your convenience.

Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.