Financial Planning

Remain financially independent and in control of your future.

 

  • WHEN YOUR NEEDS AND ASSETS CROSS - YOU HAVE REACHED FINANCIAL INDEPENDENCE.

 

Watch the short video to find out more

 
Quick guide to financial planning - 1min 50sec

How can financial planning help me reach my goals?

Here's a few questions to get you thinking:

  • How much money do you need to lead the life you want? £500,000, more? Most people don't know, but if they did...
  • How long will it take to reach this figure?  The video on the right sums it up nicely and is the first step to understanding how to become really good with money.

We have a saying:

  •  "a goal without a plan is purely a wish", OK, it's not our saying but it's true. Imagine one of your goals is to retire at 60, buy a Villa abroad etc. You save as much as you can...it's still only a wish
  • What we do is turn your wishes into goals and then develop a master plan to make sure you meet them.
  • We worry about the tools, which by the way may be your work pensions, ISAs, cash accounts, property - you get the picture. It's no good having tools that are not fine tuned and working efficiently.

Here's another important question.

  • Do you know if your pensions, investments are working as efficient as they could be? Don't accept mediocre, especially over a long period of time, otherwise things will not work out as you hoped.

Look at a case study below to see how we helped Sarah & Tom

Sarah & Tom- Case Study with costs (fees).

Sarah and Tom want to retire at 60, pay for their boys to go through university. Sarah has numerous pensions and is worried about breaching the annual and lifetime allowance.  See how we helped.

Open Case Study

Why Four Seasons?

We take saving for financial independence very seriously at Four Seasons. For most people, it’s the cornerstone of their financial planning. That’s why our first step will always be to sit down with a client and prepare a detailed financial plan with a set objective in mind.

We’ll take you through all the different ways in which you can save for your retirement – and we’ll outline the advantages and disadvantages of all of them. Then, we’ll make specific recommendations on how you can achieve your aims.

All of that though, is just the beginning. You can make the most perfect plans, and life then decides to knock you off course. Our job is to keep you on course with your pension planning, working with you to achieve your aims. We’ll do that consistently and conscientiously, because however good a financial plan is, it’s only a beginning.

  • Experts at creating a master plan 
  • Guaranteed satisfaction and value for money (if you are not happy you don't pay)
  • We get results (ask our clients)
  • Pension and investment specialists (not mortgage or general insurance jack of all trades).
Request a free consultation

Helpful resources on financial planning.

Articles

Ebooks

Podcasts

Worksheets

Articles

Coming soon.

Podcasts and Video

Coming soon.

Ebooks

Coming soon.

Worksheets / QUIZzES

Coming soon.