For clients looking for advise on a specific area we offer the following services which will answer the following questions.
Focused on at Retirement Options
What income can we get?
Will we run out of money?
What would happen to the income if my partner dies?
Focused on Retirement Planning
When can we retire with the income we want?
How much money will we need in retirement?
How much should we be saving?
Focused on Estate Planning
How can we avoid paying a huge amount of tax on our estate?
What is the most efficient way to pass money to our children?
Can I leave money to my favourite charity?
Focused on Investments
Where should our money be invested?
Is the tax on our investments minimised?
In this economic climate, where should we invest?
Focused on Protection
How can I protect my income if I’m ill and unable to work?
If I died or suffered a serious illness would my family suffer from financial hardship?
Next Steps
If any of these services are of interest to you then please contact us on 01622 804504 or info@focusedfinancialplanning.co.uk to arrange an initial meeting at no cost to you and at no obligation.
