Changed Circumstances

Financial Planning for in Richmond, Surrey

Managing increased wealth

Not all changes in personal finances can be planned for well in advance. So should you come into a significant capital sum, perhaps through the sale of your business, exercising share options or maybe as part of a divorce settlement, you will probably have a large number of questions that need answering.

What should you invest in? What sort of returns can you expect? Would it be better to top up your pension, pay off your mortgage, or seek a more tax-efficient investment vehicle? Will the capital support an acceptable standard of living?

Questions like these mean that the help of a financial planner can be extremely useful in providing you with a range of investment options, which you can discuss in detail. The important point is not to rush your decisions, and to take time to work out your aspirations and long term financial requirements.

To arrange a free consultation, please call one of our financial planning experts on 020 3865 2379

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  • How to make your pension pot last? November 24, 2015 It is a question that will be on many people’s minds as they approach retirement particularly with greater pension freedoms giving increased flexibility on how to use their pension savings.

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