Knutsford Personal Financial Planning

Knutsford Personal Financial Planning

Have you got a tailored plan that can show you the impact of every pound you spend on your finances later in life? For most of us, the answer to that is going to be “no”. That’s where a Knutsford Financial Planning team can help you and your family plan for the future.

Most people go through their life with goals such as being debt free by a certain age; retiring from work; and then spending their time doing whatever they want to do.

We say: Life is for living. We want to show you how you can plan for your future today while still having a comfortable life in the present.

Knutsford Financial Planning

Knutsford Financial Planning

Our Knutsford Financial Planning team will produce you a Knutsford lifetime cash flow modelling report. Immediately, you can see the effects of what would happen in the future if you were to retire a year earlier or choose to see the pyramids at the age of 55. Right in front of your eyes, with a click, our software gives you the answers you need for almost any scenario you can come up with.

Once you are happy with the plan, our Knutsford financial advisers produce a more detailed report that shows every pound of income and expenditure from now until the age of 100. It will be the first time in your life you will have seen your full financial future mapped out.

Personal Financial Planning Knutsford

Personal Financial Planning Knutsford

It’s time to stop guessing about the future and begin to think about how your income and assets can support you in living the life you really want, free from worry. Just complete the contact form, or call our Knutsford financial planners today on 01565 817122. Your first hour-long Knutsford Financial Planning review session with a member of our Knutsford IFA team is completely FREE and with no obligation.

Wages Continue To Be Squeezed

Wages Continue To Be Squeezed

New figures this week have shown that the rate of unemployment in the UK is falling, yet pay is still stagnating and failing to keep up with inflation. At the same time, many large businesses have announced job cuts meaning wages continue to be squeezed as companies cut costs.

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Cash ISA Savings Fall By A Third

Cash ISA Savings
The amount of money being saved into Cash ISA Savings has dropped by a third, according to HMRC.

Official figures show that during the tax year of 2016 to 2017, the amount of money invested into cash ISA’s fell by just over £19.5 billion to £39.2 billion.

There was also a fall in the number of new cash ISA accounts being opened, with just over 1.6 million fewer accounts being taken out in the last financial tax year as the number fell to just over 8.5 million in total.

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30 Hours Free Childcare Now Available

Free Childcare

Working parents with children aged three & four years old can now claim 30 hours of free childcare each week.

The new scheme doubles the previous childcare entitlement of 15 hours free childcare and is funded for 38 weeks to coincide with school term time.

In total, an estimated 390,000 eligible working families can save on average of £5,000 per year on childcare costs under the plans.

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Why Choose us


Investment portfolio review


Cash flow modelling


Fully Independent


FCA regulated


Financial planning


Estate planning qualified


Pension transfer specialists


Occupational pension specialists


All types of mortgages


Care fee planning


Low cost fees


Corporate planning


Wealth management


Retirement planning


Inheritance tax mitigation

Not sure what's right for you? Let us help you decide.