Independent Financial Planning Throughout the South West & South Wales
A holistic approach to financial planning is something we operate to ensure the accuracy and appropriateness of the plans we create for you. It is impossible to plan without a set of goals and objectives to aim for.
The more accurate and specific those goals the better the planning strategy will be and the quicker you will be able to reach the point where you can enjoy the things that are really important to you. The saying that “money makes the world go around” is well known and very true, everything we do or wish to achieve has a financial consequence or cost.
Here is an example: If your lifelong ambition is to retire at 55, buy a caravan and travel around Europe the financial consequences of this ambition are far reaching. Things to consider include:
There are many more questions and costs to factor in, but if you can identify a clear objective and desire then you can start to work backwards to a robust financial planning strategy that takes in to account what you already have and what you need to save to fulfill this ambition.
The holistic approach is one where the goals and plans are revisited at least annually for a full review. Plans and circumstances change frequently, that’s life, so reviewing and charting progress means that any changes can be accommodated and allowed for.
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.
Alison Davis and Adrian James are authorised and regulated through Mulberry Wealth Management Ltd. Mulberry Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 499351.
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