This week Robson Laidler Wealth is supporting CISI Financial Planning Week, and our team are offering free advice on family budgeting, financial goal setting and making the most of your resources.
Don’t miss the opportunity to book a free financial planning session (up to 45 mins) either online via Zoom or face to face with one of our Chartered Financial Planners. Book this now by emailing our Chartered Financial Planner Neil Cowie: email@example.com
So, what are the benefits of financial planning and how does this differ from financial advice?
Financial planning considers your whole life situation including your current position, lifestyle, and life goals. Most financial advice is focused on the sale of a regulated financial product like an ISA, pension, or life policy. Financial planning is an ongoing process rather than a one-off transaction.
Our financial planners work with you to help you achieve your desired life goals. This may be acting as a “personal finance director” to remind you of your priorities and the appropriate actions to take or it may simply be helping you get more organised with your finances.
Why not ask yourself some of the following questions? If you can answer them with confidence, you’ve probably already got a plan in place. If you can’t, then maybe we need to have a chat to help you get on track and start the journey.
- When will I be financially independent – i.e. not needing to work to maintain your lifestyle?
- What are the top 3 things I want to achieve in future and what do I need to do to make them happen?
- If disaster struck would my family be able to cope financially?
- What level of investment risk (and therefore likely return) do I need to make sure I can stop working at my planned retirement date?
- Can I give money away to my family and still have enough for the lifestyle I want?
To help you get more organised why not use our financial planning template to see your current financial position?
Download your Free Financial Planning template here:
This template will help you document all your finances in one place and get a good idea of where you are. It’s simple to fill out, and it’ll give you a good idea of your starting point.
Alternatively get in touch with us to start the journey.
Book in your FREE financial planning session by emailing director and Chartered Financial Planner Neil Cowie to book your time slot: firstname.lastname@example.org limited spaces only throughout this week (Financial Planning Week).