Web.fs launches Financial Planning service

By Steven Williams, Senior Adviser (pictured)

I am very pleased to announce the launch of a new Web.fs service provision which complements our established Wealth Management offering: Financial Planning (FP). But what is FP?

FP seeks to place your current financial profile in the wider context of your personal goals and aspirations to give you a realisable strategy to achieve both financial and non-financial objectives now and into the future. Whether it might be to maximise personal wealth, plan for a child’s wedding or maybe take a career break, a comprehensive and regularly reviewed financial plan will show you how and when you can achieve this.

During these economically challenging times, we are increasingly seeing a return to traditional values of saving for the future and a move away from the “buy now, pay later” culture engendered                                                                 by easy credit terms and overly generous                                                                 mortgage lending.

A subsequent tightening of available credit and the prospect of further government intervention means that now more than ever a proactive approach to your income and expenditure should be adopted.

At an initial meeting, we would gather financial and non-financial information to enable us to prepare your budget for a specified timescale or even your whole life. As a consequence of this exercise we will be able to clearly identify which areas may need attention now. Although far from exhaustive, this process may ascertain requirements for life insurance, provision for long-term care and school fees’ planning. It could also help identify when you may wish to sell your business, what valuation you may need to achieve, and also establish a strategy for passing your wealth to the next generation during your lifetime.

As you will appreciate this is a very comprehensive process and if you wish to explore the service offering further, please do not hesitate to give me a call on 01483 205890.

FP seeks to place your current financial profile in the wider context of your personal goals and aspirations to give you a realisable strategy to achieve both financial and non-financial objectives now and into the future. Whether it might be to maximise personal wealth, plan for a child’s wedding or maybe take a career break, a comprehensive and regularly reviewed financial plan will show you how and when you can achieve this.

During these economically challenging times, we are increasingly seeing a return to traditional values of saving for the future and a move away from the “buy now, pay later” culture engendered                                                                 by easy credit terms and overly generous                                                                 mortgage lending.

A subsequent tightening of available credit and the prospect of further government intervention means that now more than ever a proactive approach to your income and expenditure should be adopted.

At an initial meeting, we would gather financial and non-financial information to enable us to prepare your budget for a specified timescale or even your whole life. As a consequence of this exercise we will be able to clearly identify which areas may need attention now. Although far from exhaustive, this process may ascertain requirements for life insurance, provision for long-term care and school fees’ planning. It could also help identify when you may wish to sell your business, what valuation you may need to achieve, and also establish a strategy for passing your wealth to the next generation during your lifetime.

As you will appreciate this is a very comprehensive process and if you wish to explore the service offering further, please do not hesitate to give me a call on 01483 205890.