Personal Financial Planning Warrington
Personal Warrington financial planning is about setting your life goals around your money.
Most people go through life with the goals of being debt free at a certain age, then retiring from work and spending time doing what they want too.
In reality people are now working longer to obtain retirement benefits due to the closure of final salary schemes and poor stock market returns on other retirement savings. The nuclear family is changing too, with more women working in professional services and children being born to older parents. This has had the knock-on effect that retirees are often looking after grandchildren on an unpaid basis. Add to this the fact that we are all living longer as our health improves and it’s clear that what you had in mind in your 30’s may not come to fruition in your 60’s.
Warrington Financial Planning
Warrington financial planning really helps with this change in demographics and the makeup of the modern family. We believe that everyone should identify what is important to them in life (your bucket list) and plan to do those things when it suits you. Why not walk the Great Wall of China when you are 50 instead of 65? Can you afford to do that? How does taking the £10K to pay for it out of your savings affect those retirement years when you have more time to relax and perhaps spend more than you did whilst you were working.
Having your own cash flow report designed for you is the answer. A detailed report showing you every penny of income, expenditure and tax you will have between now and age 100. Not only can you make decisions on what you want to do, but it’s probably the first time you have ever seen your future mapped out in front of you before. The video on the homepage explains why you should have a detailed lifetime cash flow report.
The Assured Wealth Advisory Process
Click on a stage below to find out more about our Warrington Personal Financial Planning process.
Gathering of all the data: Research stage one (Planner) Research stage two (Planner)
For more information call our Warrington IFA team on 01925 396122 now.
Gathering of all the data:
Research stage one (Planner)
Research stage two (Planner)