PLANNING
"The best preparation for tomorrow is doing your best today"
H. Jackson Brown Jr
American Author – Life’s Little Instruction Book
FINANCIAL PLANNING
Careful Thinking
Financial Planning is the life-long process of managing your finances prudently and smartly to help achieve your goals and dreams. At the same time, you’ll be preparing yourself to navigate the financial obstacles that will inevitably occur at any stage of life. It pays to take financial advice.
Financial Planning helps you determine your short and long-term financial goals, as well as create a balanced plan to meet those goals. It helps you not only to identify the key responsibilities you feel you have to yourself and family in managing your finances, but also helps in understanding the timing, detail and the importance of each element of earning and protecting money – whilst also enjoying it too. Typically, the plan will encapsulate how to make the best use of your income and the cashflow and capital associated with it, all of which will affect the security of your family and, assuming the assumptions in the plan are borne out, the standard of living they can expect.
It would also highlight investments and savings opportunities, providing you with a sound understanding of your financial position and what could be achieved in relation to your wealth level. Remember, this should not be allowed to become a one-off exercise, as circumstances change. It is essential that your financial planning becomes an ongoing habit.
The first step would be to meet up with an adviser and be prepared to bare all things financial during a fact find. The stages of planning are then completed together via the following 3 stages:
Within this section of the website and throughout our Life Events Timeline, you will find links to our short guides on: Financial Planning for your family, establishing Goals and Objectives, Income Tax Planning, Risk Management and Insurance, Cash Flow, Wills, Inheritance, Divorce, Choosing a Mortgage as well as a variety of other key aspects of managing your finances throughout your life.
Fact-finding
Analyse & Plan
We analyse your answers and recommend a plan to help you reach your expectations and goals, so that you make decisions as rationally as possible and determine the order of your major life steps. The agreed plan can then be implemented…until the next review.
Ongoing
Financial Planning is a long game! We will provide regular reviews to help identify what’s working for you, and what is not, because things can change rapidly! Your plan will be a living, breathing and moving guide, and we’ll share the journey!
With Careful Thinking, we can plan your designs and plot your course together
Abacus Associates manages the personal wealth of many people across the UK and over £1 billion of investments, providing clients with financial advice and access to investment products and services.
We do not charge for initial consultation meetings. If you would like a face-to-face meeting, feel free to pop over to our office or we can always can come to you.
Give us a call today on 01432 343322 and ask to speak with one of our advisers,
or email [email protected]
Expert Independent Financial Advisers
Your dedicated adviser will assist with your investment decision-making, to help you manage risk within your prescribed and agreed parameters. This maximises the chances of the deployment of your wealth, whatever the level, so that it meet your objectives, with regular updates and communications keeping you in control of your Finances, your life and helping you achieve a bright and prosperous future.
CAREFUL PLANNING IS IMPORTANT FOR EVERYONE, WHATEVER YOUR LEVEL OF WEALTH.
The steps we undertake with you will include discovery, setting goals, contingency planning, saving expectations, asset building, tracking & monitoring performance and creating an exit strategy.
It is important to set and reach realistic financial goals. A long-term financial plan is designed to help you reach long-term goals but it will also give you focus for short-term goals too, all of which in turn can help to set yourself up to win as well as manage your money, responsibly and effectively, the key to lasting success.
Contact Us
Call: 01432 343322
Email: [email protected]
Alternatively, use the 'Adviser Finder' page here >
Abacus Associates is a trading style of Saltus Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA reference number: 554381
Registered office: Solent Business Park, 4500 Parkway, Whiteley, Fareham PO15 7AZ. Registered number: 07586042
Will writing and some aspects of tax planning are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on a mortgage.
Capital is at risk and you may get back less than you invest.
The firm is not responsible for the content of external links.
