ASC have discovered that Ongoing Financial Planning tends to take a back seat with our hectic lifestyles. We are here to put you firmly in the driving seat on the road to your financial goals
Once we have helped you formulate your financial aims and initial wealth management strategy, it will be far easier to monitor and adapt your plan to your current circumstances and aspirations.
- Do you know where you want to be in 10 years time?
- What age do you want to retire?
- Do you want your children to attend private education?
- How are you going to buy your dream home?
- How can you afford that Kitchen/Boat/Second Home?
- Would you like analysis of the portfolio of investments that you hold now?
- Do you regularly review the health of your investments or the progress you have made towards your financial vision?
- Do you feel that your investments are in line with your attitude to risk?
- Are you using your tax allowances wisely?
- Are all your investments jointly held and is this best for tax efficiency?
We can arrange to review your financial state of health every six months and work with you to achieve your financial ambitions and desires.