Financial planning
Do you want a financially stable future but you don’t know where to start? Not to worry, we can help you begin your journey to financial planning by providing advice that is clear, upfront, and to the point.
Financial planning
We work with individuals with £100,000 or more of investable assets.
At TheWealthPoint, we want to turn your life goals into financial plans. The financial industry is filled with complex language and unfamiliar jargon when people really need information that is clear, upfront and to the point.
Conversations about your finances bring many expectations and emotions to the surface. We make this process easier by guiding you on your journey with actionable, transparent advice.
We focus on having a collaborative approach which means we work together to align your future with your finances, so you can get the answers you need, learn more about your money and get a tailored plan just for you.
We offer a range of financial planning services, including; retirement planning and pension advice, investment management, and estate planning, including will-writing and powers of attorney.
Whether you have knowledge of financial planning or you’re just beginning your journey, we’re here to provide ongoing support and regular reviews to ensure your plan remains on track.
What is financial planning?
Financial planning is a service involving an evaluation of your current finances. To break it down, it’s a way for you to ensure your money is aligning with your future goals; this is where we come in.
Our comprehensive approach bridges the gap between those who need advice and people who just want to feel secure in their financial future. By creating a road map of your financial goals, we are not only shaping your journey with you but making sure you’re on track to a financially stable future.
Whether it’s preparing you for retirement, aligning your investments with your preferences, or collaborating on a plan around your pension and estate, we are here to get you started.
How we can help you
Retirement planning is essential to ensure you can live comfortably when you retire. With various options available in the UK, including pensions, annuities, and investments, it can be challenging to know where to start. Our advisers can guide you through the process, answering your common questions and concerns in a clear and concise manner.
Estate Planning will enable you to help your family once you pass. Without a plan in place, you risk leaving your loved ones in a difficult position after you’re gone. Our team will explain the importance of estate planning and cover topics such as wills, trusts, and inheritance tax. We will address your concerns and look into formulating a plan that ensures your assets are distributed according to your wishes.
Investment strategies can be overwhelming, but we break down the types that suits you best. Our financial advisers will discuss different investments and their suitability for you based on your risk tolerance and goals.
Tax planning is essential to help you save money. Our team will explain the importance of tax planning and how it can benefit you. We’ll cover topics such as tax-efficient investments and tax relief. We will address your common concerns and questions, such as how to minimise tax liability while staying within the law.
Got a question about
our services?
Working with TheWealthPoint
We know what personal finance should be: clear, upfront and to the point.
Seeking the services of a financial adviser should be straightforward, yet the maze of online information and the added stress of industry jargon makes navigation a lot harder than it needs to be.
We balance empathy with expertise to align strategic financial planning with your long-term life goals in a way that’s simple.
By choosing our financial planning service, you get access to:
- A person, not a portfolio so you can receive advice, guidance and knowledge to empower you on your journey
- A customised financial plan tailored just for you
- A thorough approach to financial planning that covers every aspect of your life
- Ongoing expert advice that is consistent and relevant
- Regular reviews and monitoring to keep your finances on track
- Peace of mind knowing that your financial future is stable and secure
So, lets start the conversation today.
Our Financial Planning Services
Financial Planning FAQs
Q: Why is financial planning important?
Financial planning plays an important part in the achievement of your future goals. A qualified professional will help you identify areas to save money and invest wisely, creating a fully-formed plan which will enable you to not just think about you goals but clearly see how you’re going to reach them.
Q: Is financial planning worth the money?
Seeking financial planning advice can help you gain and average of £47,000 in additional wealth. Having a qualified professional to help you manage your finances can reduce stress and give you peace of mind when it comes to your future. Don’t let financial planning overwhelm you – with the help of an expert, you can confidently make informed decisions that will benefit you in the long run.
Q: How often should I review my financial plan?
To prevent your financial plan from becoming outdated and out of touch with your life, you should review your plan regularly or whenever there is a significant cause, perhaps if you’re selling your house of paying for your children’s education. Through frequent contact with our financial advisers, you can rest assured that your plan will be on track and up to date.
This information is not intended to be, and cannot be relied upon, as financial advice. Capital is at risk.
Transparent, trustworthy advice for longevity investing & wealth management.
Here at TheWealthPoint, our team of qualified advisers are able to provide advice that is professional, reliable, and tailored to you. Because every client is different but every conversation starts the same – What can we do for you?