The Next Steps…
1. Contact us to arrange a suitable appointment (to either meet with us at our Glasgow Office or to conduct the meeting over the phone).
After you have arranged an appointment with us, what do you do next?
2. Before your first meeting, you might find it useful to think about key areas that you would like to discuss so that you make the most of the planning service.
We have produced a short guide to give you some areas to consider:
Where are you now?
• Your current financial position
• Assessing your assets and liabilities
• Understanding your cash flow
• Building and Maintaining your cash reserve for unanticipated events (rainy day fund)
• Consolidating your loans
• Evaluating your mortgage needs
• Applying tax efficiency to your financial position
How are you protected?
• Your current protection planning
• Having the right amount and type of cover
• Protecting your ability to meet savings/education objectives
• Protecting your income
• Understanding your existing cover and employment benefits
• Providing adequate health and nursing care
What plans do you have for your retirement?
• Retirement planning
• Your retirement plan
• Projecting the impact of earlier or later retirement
• Buying a retirement home
• Understanding your retirement benefits
What are your investment plans?
• Investment planning
• Management of your existing capital
• Are you saving with a specific objective in mind, such as:
• Buying a house or second home
• Starting a business
• Building a balanced investment portfolio
• Providing for your children
How are your tax plans?
• Tax planning
• Using tax-efficient investments
How are your plans for the future?
• Estate planning
• Consider preserving your family’s wealth by:
• Wills
• Reducing estate duty
• Effects of capital gains tax
• Trust strategies
• Equity Release
Other Questions to consider?
• How we work
• Complaints procedure
If you have decided to use our Financial Planning services, then click below to find out
The Next Steps...
