Importance of Financial Planning and lifestages.
Financial Planning priorities change as you progress through your life. The journey is unique for each person and where you are on your journey can be affected by illness, marriage, having family, divorce and your personal lifestyle and retirement choices .
We aim to make your financial planning as flexible as possible so that you can easily deal with changes to your life. At the outset, most people wish to do some form of short term saving for cars, holidays, weddings and house purchase.
But everyone should also have an eye on the future and be thinking about some form of long term financial planning for retirement.
As soon as you have some sort of liability in terms of mortgage, or whether just supporting yourself and/or a family, then you should be thinking of some form of life assurance and income protection.
We are here to help you prioritise what is important for your needs and guide you through the changes which are unique to your situation.