Intelligent financial planning
At Tower Hill Associates, we take a lot of pride in the financial planning advice we offer. Rather than simply giving you options from a range of different financial services providers, we prepare a personal ‘route map’, showing where you are today and what action you need to take to achieve your financial objectives.
To ensure the financial plan we develop for you is as effective as possible, it covers your whole financial situation and is developed and maintained in six distinct stages:
We listen and understand
Firstly, we seek to understand you as a person and your aspirations. What do you want out of life? What do you want for your family? What level of risk are you prepared to take? Questions such as these are important because the answers will guide us to the next step.
We discover
By digging deeper, we find out the precise details of your current financial position, so that we have a firm starting point from which to develop and enhance your finances.
We analyse
Analysing your current financial situation, including your investment portfolio, your mortgage, your life policies and your pensions allows us to see the strengths and areas of potential improvement. This will give us a clear idea on how we can help you achieve your financial objectives.
We report
The resultant financial planning report sets out where you are now, where you want to be – and what you need to do to get there. Easy to understand and using the minimum of jargon, it can then be fine-tuned in discussion with you.
We implement
Your financial planning report will contain an action plan that, if implemented and subsequently reviewed on a regular basis, will assist you to achieve your financial objectives.
We review
Circumstances change, new legislation is implemented and markets rarely stand still, so your financial plan will need to be reviewed and updated to remain consistent with your long term goals.
To arrange a free consultation, please call one of our financial planning experts on 020 8891 6375
