The value of pensions and Investments can fall as well as rise. You may get back less than you invested.
To help you achieve your financial goals and aspirations, we need to fully understand your circumstances. The first step is to audit your planning to date. Only then can we begin to make recommendations.
It’s difficult to know where you stand. It’s not uncommon for us to see people who have collected numerous pensions along the way, as well as ISAs with different banks or building societies. Collections of shares or investment funds.
What they really want to know is:
“How close am I to achieving financial independence?”
To bring this to life, to add clarity to your situation, and to give you a crystal clear visual representation, we use sophisticated software which will show you the answer to that question – “How close am I?”.
This is known as Financial Forecasting (or Cashflow Modelling) and it forms the basis for our advice.
It will identify:
Armed with this knowledge, we find our clients make better financial decisions.