It’s important to stress that financial planning isn’t a one-off exercise. Nothing stays static; legislation changes, stock markets constantly move, your goals will morph and evolve throughout your lifetime.
We work very closely with each of our clients to ensure that their finances are structured efficiently. We meet with all our clients at least once a year to measure progress towards their goals. If there are any changes to their goals, we will adjust and adapt the financial planning strategy to help them achieve these new goals. We keep their plans on track and ensure that their investment strategy is working for them. We also take account of any legislation changes that are an opportunity or a threat.
This close long-term relationship is the best way to ensure that your money remain efficient, relevant and on track; so you can get on with enjoying life.