As Financial Planners, our approach is broader than that of a traditional financial adviser. We help you make decisions about your future; we gently challenge your thinking, establish what's most important to you and then create a financial life plan that brings all this together. How much do I need to sell my business for to have a comfortable lifestyle in retirement?.
I had a work pension that I wanted to reinvest in order to maximise its valuation in the years ahead. Shona was very professional and took time to take me through all the benefits and any possible risks of transferring my pension. She took me through all stages step by step to ensure my understanding along the way.
I had a work pension that I wanted to reinvest in order to maximise its valuation in the years ahead. Shona was very professional and took time to take me through all the benefits and any possible risks of transferring my pension. She took me through all stages step by step to ensure my understanding along the way.
Services
We are an independent financial planning practice based in Troon, Ayrshire. We specialise in providing comprehensive financial life planning services to a select number of private clients and their families. As Financial Planners, our approach is broader than that of a traditional financial adviser.
By design, we are a small financial planning firm. We work with a limited number of clients in order that we can offer the highest level of service; allowing adequate time and resource to deliver this on a consistent basis. Many of our clients are approaching retirement or already retired and seeking advice about their financial future.
Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life. Sound Financial ADVICE may give you a better pension or ISA but sound Financial PLANNING will give you a better life. No-one ever got happy looking at a stack of cash.
A financial planner can help with the management of your finances to ensure you are on the right track to meet your financial goals. They will assess your current financial situation and discuss the objectives you want to reach and the time frame that can be achieved. By evaluating your situation, your financial planner will be able to develop and implement a plan to help you reach your goals.
A true measure of the service we provide comes from existing client feedback and this can be evidenced from client reviews on the independent site detailed below. Our growth is built on recommendation and reputation and the biggest compliment we can be paid is that of personal recommendation of our services to family, friends and colleagues.
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