Wealth & Tax Management - Chartered Financial Planners

MONEY FORECAST™

Download your guide to the Fundamentals of Investing

SEEING HOW your FINANCIAL FUTURE MAY EVOLVE can be very liberating… where would you like yours to take you?

When you start-out in adult life, your finances are unlikely to be complicated: buying a house, starting a mortgage and contributing to a pension are all things many of us have taken on. But what could happen a few years down the road? Will the plans you have in place deliver what you want? And what about your retirement aspirations?

Understanding your current financial position is the vital first step to securing your future dreams.

You may think it’s all pretty straight forward; and surely most people have a reasonable idea of where they stand, don’t they? But as is often the case with financial matters, things may not be as clear-cut as all that. How many times have you heard people wondering whether or not they can (or should) ‘afford’ something?

So we start with your current financial position… working with you we make sure the Money Forecast™ system is loaded with all the necessary information to provide you with a genuinely insightful and useful experience.

We then look at your future financial position… and how that may evolve. For this we rely on you to tell us what you want so we can input your personal ‘what if’ scenarios.

‘What if’ scenarios are precisely that: showing you WHAT could happen to your finances IF you do this, that, or the other. We can input as many ‘what ifs’ as you wish, so you can see clearly the options open to you. They’re a powerful tool providing financial clarity and insight.

Using Money Forecast™ and ‘what if’ scenarios has literally changed the lives of many of our clients, who discovered they were able to…

  • Retire early when they didn’t realise they could afford to
  • Buy a holiday home
  • Help children or grandchildren with house deposits or university tuition fees
  • Go on a round-the-world holiday of a lifetime
  • Do some meaningful tax planning to save Inheritance Tax, safe in the knowledge it was affordable, so their children get more of their wealth rather than the taxman
  • Spend more on the not-so-big things, like theatre, weekends away, meals out, because they know they can afford to

And of course, we cannot forget the client who left our offices, went straight to a car showroom and bought a new car on his way home!

Fancy a bit of that certainty, clarity and freedom? Simply give us a call on on 01908 523 740 to discover your financial future.

PLANNING FOR RETIREMENT VIDEOS

This video illustrates the planning needs of a young couple with children as they plan for retirement and other major milestones such as starting a business, their daughter’s wedding and her years and university.
This video shows the changing concerns of this couple as they near retirement.

HOW MONEY FORECAST™ BENEFITS YOU

Why not find out what our clients think:

Book Your Money Forecast™ demo

To arrange your free Money Forecast™ demo...

Simply complete the form below or, if your prefer,  give us a ring on 01908 523740.

Free Money Forecast™ Demo

3 + 1 =

Signup for our newsletter

money forecast™

Visualise and review your financial future with this software-driven service

FIND OUT MORE

RETIREMENT PLANNING

Pensions and Transfers: safeguarding your future. Discover if you can retire early, have those extra holidays or help the kids out with the deposit for a house

FIND OUT MORE

MONEY MANAGEMENT & INVESTMENTS

Investment structures and funds tailored to best suit your current and future needs

FIND OUT MORE

WEALTH PROTECTION

Protect against life events and social threats (divorce, care costs etc.) with financial structuring, wills, specialist trusts, powers of attorney, life & health insurances

FIND OUT MORE

BUSINESS SERVICES

Driving productivity, profitability and wealth protection for business owners and senior executive teams.

FIND OUT MORE