The average man in the street is probably not a financial expert, which is why it makes sense to use an independent financial planning specialist to create strategies that ensure access to adequate pension cash will never be an issue to you. Talk to one of our financial planning experts at Endeavour Financial Planning to discover how your money can be managed better.
Large scale planning and personal financial planning
Wirral Council has an Urban Regeneration Strategy, which aims to provide land for business expansion and encourage businesses to locate and grow in the Wirral area.
This policy is an example of large scale financial planning. Many of the principles that apply to the Urban Regeneration Strategy are also relevant to personal financial planning. Both aim to increase prosperity through careful investment strategies. Both take into account short, medium and – crucially to shrewd businesspeople with an eye on their pensions – long-term goals.
The advantage of independence
An independent financial planner is not restricted to a few financial products or services. They are committed to giving quality and wide-ranging advice.
How can independent financial planning free up pension cash?
A financial plan covers all aspects of finance, from savings and investments, tax advice, estate management to protection insurance.
It’s retirement planning that’s of most significance to those looking to make sure that steady and sufficient pension cash is available to them when their working days are over. That’s why a financial planner always bears in mind the long-term when setting out strategies for his or her clients.
A financial planner starts by getting to know their clients. There is no “one size fits all” plan when it comes to finance. The skill of the financial planner is to match the best financial products to the client’s profile. This will reflect the financial goals of their clients.
No crystal ball
An independent financial planner is not psychic so cannot precisely predict the financial future, or how the economy will perform. What they can do is formulate strategies that mean that your money is protected as far as possible and that it will continue to grow.
Endeavour Financial Planning
Our experts at Endeavour Financial Planning have a wide knowledge of financial products and work with many clients in the Wirral area. The first step of your route to pension cash is to book a free discussion with Endeavour Financial Planning about the benefits of creating a financial plan.
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interests rates and tax legislation
Estate and Tax Planning advice are not regulated by the Financial Conduct Authority.
