First Steps


First Steps

There are a number of reasons why people come to us for help with their financial planning. Whatever stage of life you have reached, we can help you get your finances on track.

Anyone new to financial planning may well be prompted to get advice because of a significant life event, such as marriage (or divorce!), or starting a family. Key advice areas for this group of clients might be:

Others may come to planning a little further down the line as their wealth accumulates and they start to think ahead to retirement. Their key advice areas might be:

Our final group of new clients are those who are on the brink of retirement, those who are already retired and those who want to look at passing on their wealth to their heirs.  Our advice to them might cover:

The value of your investment can fall as well as rise and you may get back less than you have invested.

Back to the top