Head Office:
01480 869466
A wealth of financial expertise

Choose, don’t Settle


Choose, don’t Settle
January 2024

Are you living the life you want, or have you settled for what you have?

This time of year, ‘New Year’s Resolutions’ are in full swing – people look at their lives and focus on the improvements they want to make. Sometimes, they can start instantly and work on them over time, like starting a hobby or stopping a habit. Sometimes, however, choices for the long-term require long-term planning.

Choosing the life you want is (normally) within your control; For example, many years ago, I decided I wanted to run my own business. Once I knew what I wanted, I planned accordingly to achieve my goal. Another goal of mine was to secure the funds I wanted to live on in retirement, and plans are in place for when that time eventually comes.

By asking the right questions and having discussions, you could discover that, what you thought you wanted is different from what you actually want to achieve.

If your goal is to achieve a certain level of income for retirement, or ensure income security for your family by passing on your estate, or plan for care fees, please speak to our experts.

If your goal is to finally start slowing after working hard for many years, speak to our experts.

With proper plans in place, there are countless ways to achieve your goals. If you don’t know what you want, or you don’t know what that end goal looks like, speak to our experts.

One of the great pleasures we have as Financial Planners, is that we can help individuals like yourself achieve things they didn’t know they could, and help them live a life they didn’t know was possible for them.

It was Jack London, who said, ‘the function of man is to live, not to exist. I shall not waste my days in trying to prolong them. I shall use my time’. So, let our experts help you make the most of your financial New Year’s Resolutions.

We can help you choose the life you want, so you don’t have to settle for the one you have.

To speak with one of our expert Financial Planners, please call us on 01480 869466 for a free initial, no obligation chat.

Blue light card approved