I sometimes use the analogy about the need for a regular financial review rather like plotting a course and ensuring that you remain on track, readjusting where necessary. Jackie Cobell (56) set out to swim 21 miles from Dover to Calais and ended up swimming over three times as far (65 miles) due to tidal changes and officially became the slowest person to swim across the channel. The effort and determination that she demonstrated is frankly amazing. So a big well done to her! She has raised money for charity in the process. It could have all been considerably easier though had the right adjustments been made en route…. perhaps you should review your financial planning, which can easily become “off track”.
We are a boutique firm of financial planners. We create financial plans designed to achieve a desired lifestyle. We will craft and implement your plan that will provide you with the greatest chance of accomplishing your unique goals based upon the values that you hold. Financial products are little more than the tools to achieve your required results
Call us today or visit our website for more information and to arrange a meeting
Call us today or visit our website for more information and to arrange a meeting