Being a busy executive with a young family, there is little time to focus on planning your finances for the future. You know that you need to have a solid financial plan that takes into account the costs of buying your house, educating your children whilst still saving for the future. Most of your income is accounted for in the short term, but you would like to invest any spare cash and bonuses.
How Tower Hill Associates can help
Firstly, after establishing your long-term objectives, we will spend some time developing a financial plan for you and your family for each stage of your life – each of which will have very different cash flow profiles. We will establish how much you need to invest each year, to achieve the lifestyle you desire now and for your retirement. We will also ensure that you have adequate insurance so that your family is protected should the unforeseen occur.
Our financial planning service includes:
- Investment planning, identifying how best to invest your capital
- Retirement planning, including pensions and SIPPs
- Tax planning, including inheritance tax and estate planning
- Insurance advice
To arrange a free consultation, please call one of our financial planning experts on 020 3865 2379
