The world has changed in 2020. As a result of coronavirus all of us are more aware that we can’t take things like health for granted.
As we emerge from lockdown, many of us are being forced to take a fresh look at our financial plans.
Our goals might be the same. We may want to buy a home, to build wealth and retire in comfort.
But how and when we plan to reach those goals may have changed. We may not want to work for so long, and to be able to spend more time with our loved ones, for example. We may want to increase the financial protection we have for our peace of mind.
At Continuum, we are ready to help you take a fresh look at your financial planning.
What exactly is financial planning?
We don’t reach financial targets by luck, or even by exploiting opportunities when they turn up, but by careful planning. At Continuum we use our expertise not only to find solutions to your immediate financial needs, but to work with you to find answers that help you reach your long-term goals.
It starts with an initial meeting with your Continuum Adviser – which these days can be conducted via our video conferencing facility. This will let us get to know you, and help us understand the things you want to achieve in your life. We aim to build up a picture of your current circumstances, your immediate financial needs, such as rebuilding your wealth post-Covid, and about your long-term goals and priorities.
We then work out the best strategy to help you to reach those goals.
Ours is a personal service, because your circumstances and plans will always be unique to you – and the solutions we develop for you may be very different from those we arrange for other clients.
We put our recommendations into a personal report, with recommendations about the strategies you need to reach your financial goals, with costs and details of the products and investments you need. Your Adviser will go through its contents, explaining the benefits and any risks. It should help you gain a clear picture of the kind of financial future you could be enjoying.
You can rely on our impartial support. We are authorised and regulated by the Financial Conduct Authority and work under their rules, we a will act in your interests to provide “whole of market” advice – meaning that we recommend the most suitable solutions for your needs from across the entire market.
Putting your plan to work
Once you are happy with the recommendations and agree on your personal plan of action, your adviser will implement the recommendations. They will help you complete the necessary paperwork and co-ordinate the entire process for you, ensuring that your plan is going to work to help you reach your financial goals.
We can help you take a fresh look at your financial goals now, whether or not they have been changed by the crisis, but our service does not stop there.
Your life will change, and your plans will change with it as the years go by. Continuum lifestyle financial planning means building a long-term relationship, with regular reviews. We work to ensure that whenever you need help to look at your circumstances, someone you already know, and trust will be there to provide it.
Lifestyle financial planning means having a financial expert to call on to help you make the most of your money and your life. Get in touch today.
The information contained in this article is based on the opinion of Continuum and does not constitute financial advice or a recommendation to suitable investment strategy, you should seek independent financial advice before embarking on any course of action.
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Our services at Continuum are delivered by some of the most qualified advisers in the UK, to create the ultimate client experience.