Financial planning is the foundation of good wealth management. Taking your needs, goals and resources into account we’ll work together to create your Financial Plan.

We’ll think about the early years and establish cornerstones for your long term financial success. Perhaps security, flexibility and tax efficiency with a financial safety net for peace of mind.

The medium term needs might be met with more optimistic investment ideas and a desire to set aside capital or income for those important mid-life events – moving home or education costs.

Flexibility and accessibility may not be so crucial for a twenty year goal but tax efficiency might make all the difference and whilst your attitude to risk may be a constant – your capacity for risk may be different here.
All of this and more will be thought about, talked about and reflected on resulting in your tailored financial plan.


 

Cash-flow Planning

Visualising financial needs ten or twenty years from now might sound tricky, but together we'll form a broad picture. Mapping out a 'lifeline' highlighting expected milestones and events we will agree what you might need and when.

Taking inflation into account, making assumptions about investment returns and considering the effect of potential market events Cash-flow forecasting brings planning to life, highlighting the potential benefit of certain actions and the consequence of others. Assumptions can't all be accurate, they will give context to what we agree and why.

 Protection Plans

We'll offer you an unbiased view of how well you or your loved ones may fare financially in a range of circumstances and help you select the most appropriate cover for your needs.

With impartial access to the Whole of the Insurance Market we'll take cost, features and service into account before making recommendations. 

Whether a single plan or a blend of policies is required we'll present your solution simply and help you set it up.

Savings and Investment

With agreed goals for short medium and long term we will recommend Savings and Investment strategies to help you meet them.

As Independent Financial Advisers we have the freedom to chose from the whole of the market when we consider the appropriate plans and investment strategies to meet your needs and suit your preferences.

You can find out more on the Investment page.



Armstrong Wealth gives you access to all your accounts in one place..


Keeping you up to date, your Personal Finance Portal gives daily updates for the assets we manage and can be set up to include banking, credit card and mortgage information too. Watch the video to learn more.

 
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