• MAKE THE RIGHT DECISIONS TODAY FOR THE LIFE YOU WANT TOMORROW

  • THE SOONER YOU HAVE A PLAN, THE SOONER YOU’LL FEEL IN CONTROL.

12

BUILDING WEALTH & ACCUMULATING SAVINGS

It’s never too early or too late to start building your savings and planning your retirement. Our investments advisers work closely with you to understand what you want your future to look like, then we act in your best interests, offering you the best savings advice to save you money, tax and most importantly of all, the time to focus on the things that you enjoy.

Need a second opinion to make sure you aren’t missing any important opportunities?

Unsure how much is ‘enough’ when it comes to building your savings?

Want a firm plan to ensure you can retire and enjoy the life you want to have?

Confused about the savings and investment options available to you?

LIFESTYLE FINANCIAL PLANNING

RETIREMENT PLANNING

INVESTMENT PLANNING

It’s always the right time to plan for your future.

MAKE YOUR FINANCES WORK FOR YOU

Whether you are just starting to build your wealth, or it’s become more significant or complex and needs the help of a dedicated savings and investments adviser, we look at your short-term and long-term goals to create a clear life centred plan where your finances will work for you to help – not hinder – your desired lifestyle.

BALANCE RISK WITH REWARD

Maximising your savings and investments is all about balancing the right level of risk against reward in order to fulfil your goals. We will create an investment plan that will put you on the pathway you need to be on to get to the longterm results you desire, with the least amount of risk along the way.

Savings, investments and retirement planning financial advice:

HOW CAN WE MAKE YOUR FINANCES WORK BETTER FOR YOU?

HERE’S WHAT WE’LL DO:

  • Before anything else, we will take the time to get to know you as a person, building a genuine relationship based on trust, confidence and mutual understanding
  • We will get to really understand you on a personal level. What makes you tick? What are your fears? What do you really want your life to look like? Think big! The only thing that limits your dreams is your own mind
  • We will also get to understand your savings and finances – although this will come after we get to know you as a person. Your finances are only as good as the lifestyle they help you achieve, so we really want to know what that life looks like to you
  • Together we will take an honest, judgement-free look at the financial challenges you face now and those you might face in the future – once we understand them, we can work to overcome them
  • We will then put together a cashflow plan to make sense of your financial situation, and look at what life events might impact you
  • This will enable us to create your lifestyle financial plan, which offers solutions to any obstacles and gives clear savings and investment strategies to achieve your long-term and short-term goals
  • Once you are happy with our recommendations and your plan is in its master version, we look to implement it and set up the financial products we have recommended to meet your life goals
  • Life is changeable, but we will have entered an ongoing relationship of trust. We will regularly review your life plan, guiding you every step of the way so you have the confidence in it moving forward

GET IN TOUCH:

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    The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Global Financial Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. Details can be found at www.fsa.gov.uk under reference number 506634. Global Financial Ltd is registered in England, no. 00922704.

    The Financial Ombudsman Service (FOS) is available to handle individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk