Since our formation in the year 2000 our aim has been to help clients articulate their financial goals and objectives, and then set about creating plans that look to not just deliver them, but confidently maintain them in the future. We have a close-knit team of financial planners with decades of collective expertise.
They are aided by our hugely experienced support team and we work collaboratively to ensure best possible outcomes for our clients. We are based in Bishops Stortford, on the doorstep of Stansted Airport. Whilst the majority of clients are within 30 miles or so of our offices, we advise individuals, their families, Trusts and businesses across the UK.
They are aided by our hugely experienced support team and we work collaboratively to ensure best possible outcomes for our clients. We are based in Bishops Stortford, on the doorstep of Stansted Airport. Whilst the majority of clients are within 30 miles or so of our offices, we advise individuals, their families, Trusts and businesses across the UK.
Services
It's a fact that the majority of people have no idea where they are heading financially. They may have assets, investments and high levels of income but no clear picture of what it all means or what sort of financial future they are building for themselves.
Financial Life Planning is a process we have designed to actively manage your affairs, bringing together all aspects of your personal finances, from savings and investments and school fees planning to pensions, life assurance, mortgages and tax and estate planning.Underpinning this is a lifetime forecast that graphically illustrates your financial roadmap.
Financial Life Planning is a process we have designed to actively manage your affairs, bringing together all aspects of your personal finances, from savings and investments and school fees planning to pensions, life assurance, mortgages and tax and estate planning.Underpinning this is a lifetime forecast that graphically illustrates your financial roadmap.
From day one, the emphasis at Enable Independent has been on building a team that brings not just financial expertise but also open minds on what our clients want from life. It is for you the client to choose your desired lifestyle and long-term goals; our job is to help you achieve them. At the heart of our ethos is the desire to provide comprehensive ongoing financial planning for clients rather than just piecemeal advice.
Initially, we can carry out a health check of your existing investments to make sure they remain fit for purpose, and provide guidance if not. Your capital resources and income must be considered alongside the demands of your current lifestyle and future objectives to develop a portfolio with the potential to deliver your objectives.
There are more choices at retirement than ever before. Recent legislation has provided huge flexibility but this comes hand in hand with increased complexity too. The pension question we are asked more than any other is "have I got enough".
The best way to answer this is through Financial Life Planning but we can provide a summary of what your accumulated pensions are forecast to deliver and provide guidance on whether the current 'wrappers' and the investments therein remain suitable.The State Pension has changed and you have to wait longer to collect it too.
The best way to answer this is through Financial Life Planning but we can provide a summary of what your accumulated pensions are forecast to deliver and provide guidance on whether the current 'wrappers' and the investments therein remain suitable.The State Pension has changed and you have to wait longer to collect it too.
We regularly check that your existing insurances remain suitable and competitive. Life insurance is a hugely competitive market and although you may be a few years older, it's possible you might be able to either reduce costs or secure higher levels of cover for the same premium as you pay today. Cost shouldn't always the deciding factor though.
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Peter Glen-Doepel
Jul 09, 2019
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