We pride ourselves on the experience and versatility of our team and are confident we can help you and your family with a wide array of financial queries.
We specialise in several areas of personal financial planning and believe the following are key to ensure growth, sustainability and preservation of wealth.
When starting on your financial journey, experience has shown that with a clear plan from even the earliest stage in your adult life, you will become more focused and motivated to follow those steps.
It is tempting to think that financial planning is only applicable once you have accumulated wealth, but it is equally important to establish your financial goals early. We will refer back to this initial plan and continue to make changes over the years in keeping with the unforeseen changes to your journey.
We make use of the latest Cashflow planning software to help provide you with a measurable plan towards your financial goals. We will regularly refer back to this in our work and provide you with access so you can understand what the future might hold.
Planning for retirement is often considered to be the building of a pension fund, but the last ten years before drawing a retirement income are more important in many respects.
If you make unconsidered decisions at this stage, you may not have the ability to correct them later on. At Objective Wealth, we will ensure that you do not make these costly mistakes. We will also continue to review your plans throughout your retirement to ensure that you are on the correct path.
Cashflow modelling remains crucial in our planning at this stage.
You may require planning to ensure that you maintain your living standards in later life. This could include help in your own home or another care environment, and there are many aspects to consider at this stage. We can consider all of these with both you and your family to ensure that the correct decisions are made.
When passing on your estate to the next generation, tax and investment considerations are the main variables. We work hand-in-hand with our in-house will writing expert, or your chosen legal professional, to look at the trust options available to you and your family. We will involve all of the parties concerned and provide clear and concise advice to ensure the ongoing suitability of estate planning is reviewed regularly.
Arrange a free consultation to discuss your financial options with our experts
Objective Wealth Ltd is authorised and regulated by the Financial Conduct Authority. Register no. 827991.
Registered office: Little Ghyll, Durbans Road, Wisborough Green, West Sussex, England, RH14 0DQ.
Registered in England, company no. 11456196. Copyright © 2022 Objective Wealth Ltd.
Photography courtesy of Unsplash.
Website by Kane Brooker.