Most of us are lucky enough to have time off around Christmas and the New Year, which gives us a good chance to reflect on our lives and ask ‘Am I living the best life possible with the money I have got?’

What if 2021 was the year that you actually took control of your finances and your future?

Not just the usual half-hearted pledges made at New Year, but something much more powerful that could actually change your life?

HAS 2020 GOT YOU THINKING ABOUT WHAT’S REALLY IMPORTANT TO YOU?

With everything we’ve experienced this year, there’s no shortage of things to reflect on. Maybe lockdown has given you the chance to think about what is most important to you in life, or gave you a sneak preview of what your retirement might be like?

THE ONLY PERSON WHO WILL LOOK AFTER YOU IN RETIREMENT IS THE PERSON YOU ARE NOW

The choices you make now can give you so many more choices when you retire, so that it’s not like ‘Groundhog Day’. Don’t waste this once-in-a-lifetime opportunity to understand what you really want from the rest of your life.

LIVE THE LIFE YOU WANT

Our service is about your money, and how to use it to make the most of your life. What do you want to achieve with your time and your money? What are the big objectives that will allow you to live a life with purpose? Once our skilled planners have helped you work through all of your scenarios and choices, you will have a plan that will be a guide for the rest of your life to achieve what you really want.

CREATING CLARITY AND CERTAINTY IN AN UNCERTAIN WORLD

Financial planning exists to create clarity and certainty out of confusion and complexity, and this has never been as important as so many of us adjust to a ‘new normal’ and reset plans and timescales for many aspects of our lives such as jobs, retirement, travel or family celebrations. Our plans should be updated to reflect what we have learned about ourselves during lockdown, and what really matters most to us and those around us.

LIFE IS NOT A REHEARSAL

Covid-19 has reminded us that life is not a rehearsal, and every day is precious. We should all have at least one big dream, and a plan to make it come true.

As we take the time to reflect over this Christmas period, now is a great time to talk to us about creating or updating your Financial Plan to provide some much needed clarity and confidence for 2021 and beyond.