Are We Right for You?
Making the right choice.
Choosing a financial planner or adviser is not a decision that you should take lightly, as it will most likely be the start of a long-term relationship that will impact the financial future of you and your family. Making the right choice of adviser to suit your needs, should lead to a relationship you value, that works for both parties and provides you with confidence in your financial future.
So, how do you know if we are a good fit for you?
It is important that you find an adviser that you (and your partner) feel very comfortable with as we will need to take the time to understand your situation and your needs. We can discuss your individual requirements at our initial consultation meeting.
We are specialists.
We understand and support farming families, and we understand that all rural businesses are unique. We help you plan for the future, and because we have rural backgrounds, we will talk a language that you will understand, and not confuse you with financial jargon.
So, do I need a financial planner?
We know that you have worked hard to get where you are right now. And there are many situations where you may need the help of a financial planner, such as:
- There are people who rely on you financially
- You have a large amount of savings
- You have a portfolio of investments
- You need help planning your estate
- You’ve received an inheritance and you’re not sure what to do with it
- You are looking to create a succession plan for your family
- You’re approaching retirement, or you’d like to retire early
- You and your family are dependent upon your business
- You may have future development potential on your land or other assets
We can help to support you in your financial planning and help you to make those all-important life decisions that could affect yours and your family’s future and financial security.
Do you feel you can work with us now, and in the long-term?
Our initial meeting will allow us to make sure that we get along, and understand each other, whilst asking as many questions as possible. Following this meeting you’ll have a much better understanding of what advice we can offer you.
We know that first impressions are important, and we will hopefully be helping you throughout your lifetime. We want our clients to work with us because they know we are a good fit for them, and we get along.
Always adapting with your changing needs
Life is unpredictable, and always moving forward, and your financial plan needs to adapt with you. We will continue to review your financial circumstances to ensure your financial plan is still aligned to your goals as you and your family grows and changes. We always discuss next steps and provide you with the knowledge and crucially the confidence to make decisions you’re comfortable with.
Having confidence in your decisions.
Knowing that you have a sound financial plan in place will help you feel more confident in and in control of the future. With no more guess work, you’ll receive complete peace of mind knowing the financial advice you are receiving from us is tailored just to you.
Would you like to know more?
Please call our team on 01832 279170 to arrange a meeting or complete our contact us form and we’ll come back to you as soon as we can.
