RDS Financial Planning
Committed to making your hard-earned money work harder for you
Not your average financial advisor
Financial planning is about more than making money – it’s about creating a happy life filled with purpose, with none of the hassle traditionally associated with money management.
I am here to help you do just that. I will work with you to identify what you want out of life and create a plan to help you get there.
5 steps to help you build the lifestyle you deserve.
1
Understanding your needs
It is impossible to be able create a plan for the short, medium and longer term without truly understanding your needs and circumstances, including how much financial risk you are prepared to take and your capacity for financial loss when investing.
It is essential to understand what existing arrangements you have in place and if they remain appropriate
2
Researching your requirements
A key part for preparing a plan is to explore all tax allowances, the investments available and the funds where money can be invested, any plans will take into account existing provisions and how the plan will focus on meeting your goals.
The value of investments and pensions and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.
The Financial Conduct Authority does not regulate Taxation Advice.
3
Recommendations
After completing research to best suit your needs, a full explanation of what and why a recommendation is being made taking into account, timescales, financial risk approach, capacity for financial loss and how the recommendation compliments existing plans
4
Implementation
Once plans are agreed, we will carry out the transaction and set up the investments taking care of paperwork, speaking to the provider on your behalf and clearly explaining timescales involved
5
Reviewing your plan
The most important part of any plan is to continue to review the progress towards your goals. Tax, personal circumstances and investments can change and in order for plans to remain tailored to you reviews are recommended on an annual basis.
Please note that annual reviews are an additional service and come at an additional annual cost.
Testimonials
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Contact me today to book a FREE Initial Consultation and i’ll answer your questions.
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