THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
TAX PLANNING INCLUDING INHERITANCE TAX PLANNING IS NOT REGULATED BY THE FCA.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option. Careful planning helps to turn your goals into reality and the sooner you start your financial planning the greater your chance of realising them.
There are so many issues to consider when planning your financial future, so we've highlighted some key stages of your financial life to help you.
Lifestyle Priorities > House Deposit > Home Purchase > Marriage/Children > Promotion > Higher Salary > Bigger House > School Fees > Inheritance > Supporting Children > Phased Retirement > Retire Fully > Downsizing > Lower Cash Needs > Long Term Care > Bequests.
It is easy to take all this for granted, but it's a lot to think about when making plans for the future.
You can rest assured that we will provide you with the right financial advice plus regular reviews and evaluations of your financial plan.
Call us today for a no obligation chat about planning your financial future.
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CONTACT US
Elmwood Financial Consulting Limited
Granary House
18a North Street
Leatherhead
Surrey
KT22 7AW
T: 01372 388240
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Elmwood Financial Consulting Limited is an Appointed Representative of Positive Solutions (Financial Services) Limited, which is authorised and regulated by the Financial Conduct Authority. Elmwood Financial Consulting Limited: Registered in England & Wales No. 07068599. Registered Office - Granary House 18a North Street, Leatherhead, Surrey, KT22 7AW
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