We believe the best way we can help the happiness and financial health of our clients is by helping them to create a plan focused on their life goals.

A recent survey by psychologist Robert Epstein found that 25% of our happiness hinges on how well we’re able to manage stress. The next logical question is, of course, how best can we reduce our stress?

The stress management technique that worked best, according to the survey? Planning.

In other words, “fighting stress before it even starts, planning things rather than letting them happen,” says Epstein. “That means planning your day, your year and your life so that stress is minimized.”

“Money doesn’t take care of itself, and that fact can create a lot of anxiety,” says the Chair of the Institute of Financial Advisers. “If you don’t plan where you’re going with your money, you may not end up where you want to be. A financial plan can get you on a path toward your goals, which can give you greater peace of mind—and likely, a better night’s sleep.”

Since I started the firm in 1991, my best experiences are when I see plans materialise into reality. It’s also important to be able to reassure a client faced with an unexpected event that their plan is flexible enough to deal with these new circumstances.

We are experienced in helping you think through your issues, opportunities and future goals to create a personalised financial plan and investment portfolio. Working with us gives you the confidence that comes with a better understanding of your financial position. We’ll help you understand your options and build a plan to meet your personal ambitions and aspirations. Your personalised plan will need to respond to changes in your circumstances and financial markets, we help with this too. This is why we do what we do; we believe a plan has the greatest benefit to our clients and is the best way, we can make their life better.

Some people feel comfortable developing their own financial plan, which is fine, but you may prefer to work with a financial planner. Just like an architect helps design a house and a travel agent helps map out a trip, a financial planner can help guide your financial life. There is no ‘one size fits all’ solution for financial planning, our service is personal to you.

By Philip Harper  |  September 2020

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.