What is Financial Planning?
People do not often have the time to educate themselves on the main principles of Financial Planning and often overlook how even the smallest choices can impact their long-term financial objectives. The importance of prudent financial planning can sometimes be forgotten, with the focus on financial products and investment choices being at the forefront of our financial decisions.
You may already have financial products geared to fulfilling specific life goals, each with their own projected outcomes. But what do those projections mean in real terms? Will your projected values be enough to achieve your goals and provide the money you need at the right time?
Our Financial Planning Process
Some of the questions we aim to answer
Ultimately our aim is to help you feel more comfortable and confident that your financial goals are attainable - your money should be working as hard for you as you do for it.
As well as analysing your financial planning requirements, via our extensive professional contacts, we can also assess your financial products, from pension plans and investments to mortgages and protection products.
Jacqueline Lee-Lis is one of the UKs leading specialist Chartered Financial Planners. In a career spanning over 30 years, Jacqueline has built a reputation on outstanding service, simplifying complex areas of advice and, backed by specialised qualifications, has played an instrumental role in supplying solutions to private individuals and corporate clients.
In a world of ever changing and more complex legislation, Jacqueline has always remained ahead of the game and is perfectly equipped with the skills, experience and knowledge to provide guidance in all areas of your financial planning.
Chartered Status - The Ultimate Symbol of Professionalism
Genuine professionalism has never been so valued - or so necessary. The Chartered titles awarded by the CII are steeped in history, but they remain today's "Gold Standard" of excellence and integrity. Take a look at the video below for futher information about the "Gold Standard".
Please contact us with your requirements or to find out more about the Financial Planning Services we are able to provide.