Financial planning help can help you achieve your financial goals and there’s one thing for sure – if you don’t plan it’s the same as planning to fail.
These 6 steps are used by all Certified Financial Planners as an effective method of reaching client goals.
The financial planning process is designed to help you achieve and afford the things you most want from life, for yourself and your family. Whilst you may save money in the short term by avoiding financial planning, it could be very costly in the long term if you make the wrong decisions or buy unsuitable products. Financial planner’s knowledge, expertise and experience is something worth investing in – after all, it’s about investing in yourself at the end of the day.
for business owners, company directors and HR professionals.
If your pension pot is more than £30,000 you need to be very careful and get professional advice.
Whether we invest your money for the short or long term, or take a safe or more risky approach
Personal injury claimants have specific needs and circumstances to consider.
The UK has one of the highest rates of inheritance tax in the world.
The Trustee Act 2000 introduced a statutory duty of care upon trustees
The Court of Protection appoints deputies to act
Life expectancy is far greater than it was 50 years ago.
Pensions are much more flexible than they used to be.
Mortgages are loans secured against property in the form of a charge registered with HM Land Registry
Life insurance transfers the financial risk of your death from your family
Investing in today’s uncertain world and maximising returns
Financial planning advice involves working out how you are going to afford
The Welfare Reform and Pensions Act 1999 introduced pension sharing
Health and financial security are really important issues
Directors pensions remain one of the most tax-efficient ways for business owners
Business protection is about providing financial support if a director
Dartington Wealth Management Limited is Authorised and Regulated by the Financial Conduct Authority (FCA).
It is now a legal requirement for all employers to automatically enrol their eligible employees.