We'll listen to your financial concerns, understand your aspirations and build a plan with the aim to achieve your objectives over the short, medium and long term. Our financial planning skills will help you make the right choices for you and your family. We've been around a while; the business was founded in 1987 and we have over 60 years' combined experience. Meet David and Sam our directors and financial planners, and let them explain more about who we work with, how we are different and why financial planning is so important.
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From a regulatory perspective we are Independent Financial Advisers, IFAs for short. That means that when we implement our financial plans we aren't restricted in our choice of pension or investment provider. It goes further though, with an independent and challenging mindset running through everything we do.
On returning to the UK, after living abroad and having just bought our first house, we decided to look at all our financial affairs and, in particular, start to consider some regular savings. We first met David in 1993 and have benefited from his sound financial advice ever since. To name a few things, over the years David has helped us: maximise our tax-free savings; invest in a varied portfolio; arrange personal pensions; plan for potential illness/disability from work; and advise us on matters concerning our own business.
We believe that by specialising in working with only certain types of people we can build an in-depth knowledge of their financial issues, challenges and objectives. Along with, of course, the possible solutions. We therefore work best with clients who are either side of retirement and who need to manage their money so they can live the life they want, while leaving a legacy when they die. We also work with professional footballers; helping them secure their financial future after their playing days have ended.
Most of us want to retire at some point in the future; whether you are in your 30s or just a few months away from finishing work, you're never to young, or old, to start planning. Successful retirement planning means building up enough money during your working life, to provide the income for everything you want to do in retirement.
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