How we help
Making The Most of Your Money
In order for us to help develop a financial plan, you need clarity over your goals, your objectives, your motivations. We will talk to you about your future. Where you are now, and where you want to be. Maybe stretch things, encourage you to dream a little. We use our coaching skills to help you define and refine where you are headed, maybe even challenge you a little. Sometimes clients then want a little more detail. We can use:
- Cashflow modelling techniques to illustrate what might happen to your finances in the future, and thereby encourage the dreaming
- Tax planning to make sure you are using all the allowances the Government provides
- Pension planning to make the most of an asset which for many people will be their second largest after their home
- Coaching to help you answer questions such as ‘how much is enough?’
In fact we will probably have a view on most things you can throw at us. Ovation – never too far from an opinion!