Unfortunately life is not a game and every move we make may have a personal and potential financial consequence. We all have differing circumstances, objectives and aspirations and our role is to devise appropriate strategies to help you achieve your goals. We feel it is important to work closely with our clients and other professional advisers in order to maintain a professional long term relationship for our mutual benefit.
Our principle aim is to provide a professional service to both personal and professional clients therefore you may be assured that you will be receiving totally unbiased and truly independent advice as we have no vested interests with any particular company or provider. Representative of TenetConnect Limited which is authorised and regulated by the Financial Conduct Authority.
Our principle aim is to provide a professional service to both personal and professional clients therefore you may be assured that you will be receiving totally unbiased and truly independent advice as we have no vested interests with any particular company or provider. Representative of TenetConnect Limited which is authorised and regulated by the Financial Conduct Authority.
Services
The first stage is to gain an understanding of your personal circumstances and your current financial situation. This will include a detailed understanding of your present financial position and your general aims in order to build a profile we will require details of your occupation, your savings & investments, mortgage and loan liabilities together with your tax position.
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.
We offer a valuable service to our clients and ensure that we manage their financial affairs regularly, with objective reviews and presentation of conclusions and recommendations to update needs and aspirations accordingly. We discuss all areas with you in plain simple language; we dedicate time to you, to ensure you understand the complexities of your Personal Financial Plan.
It should be noted that the information contained in this section relates to English Lasting Power of Attorney and there are differences between the English and Scottish system. There may come a time when, because you are incapable of managing your property and financial affairs or personal welfare, you will need someone to do this for you.
Everything you leave when you die, less anything you owe, is called your 'estate'. A will sets out what is to happen to your estate. It is a legal document which, although it can be changed after your death in some circumstances, will normally be followed as written. Dying without a will (called dying intestate) can cause unnecessary hardship for your survivors:.
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