Financial Planning

Our Financial Planning service aims to have a clear understanding of what you want to achieve in the coming years, supported by a personalised financial plan that is under regular review to ensure it will deliver your personal objectives.

elizabeth financial planning page

Our financial planning services are delivered in three specific stages:

Lifestyle Planning

This ‘getting to know you’ is a lot more detailed and deep than just the facts. Its working together to understand what your interests, pastimes, hobbies, future dreams and aspirations are, not only for yourself, but for your family as well (we are inter-generational planners!!). Only by both of us knowing the type of lifestyle you want to live can we truly advise you on how that can be built and delivered. This can be the most time consuming part of the process, but it is also the most important for the both of us!!

Financial Planning

Some would describe this as the mathematics, but it is a bit more than that! It is about you helping us to fully understand your current financial position, including income, expenditure, assets and liabilities, which is then used as the base on which to calculate how we move towards the lifestyle you have described to us at the first stage. This often includes a detailed cashflow plan, so we can show you how your dreams, ambitions and lifestyle will be delivered, financially. The initial plan, will then be updated as part of our ongoing review service, to deal with the bumps in life’s road and any changes to your goals, as well as ticking off those goals as you achieve them!!

Financial Advice

We often refer to this as the implementation stage. Its taking the financial plan and your existing arrangements and undertaking a ‘fit for purpose’ exercise, plus adding/arranging any additional plans through our comprehensive market research, all which will come together to facilitate the delivery of your plan.

To arrange a no obligation meeting with one of our experienced advisers then please call us now on 01522 513191.

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