WEATHERBYS & YOU
Using our sophisticated in-house modelling tools, we will take into consideration all of the key variables likely to affect your financial circumstances and develop a personal plan showing how your financial position is likely to change over the remainder of your life. Most importantly, it allows you to trial a number of “what if” scenarios, allowing you to feel truly comfortable that you have a wide margin of error to protect you and your family financially.
Once you are armed with a plan, new questions will inevitably arise; “How should I invest my savings and what impact does this have on how much I need to save today?”, “What is really important to me: safety or maximising my long-term wealth, even if it means taking more risk?”, “I know how much risk I am comfortable with, but how much do I actually need to take: maybe I am taking too much to meet my objectives?", "What about the effects of inflation on assets?" and “How should I invest my assets to meet my goals?”
At Weatherbys we have a skilled team of financial planning experts who will build you a detailed cash flow plan. Their advice is both impartial and independent, and not linked to the sale of any products. We pride ourselves on being fully transparent on costs. We charge for financial planning advice by the hour, ensuring you receive as much or as little support as you truly need.
Beyond the cash flow plan, our financial planners can also help with pensions, ISAs, life insurance and inheritance tax. We also provide investment advice to those who require it as part of our holistic Investment & Wealth Advice service. This advice is truly impartial because as a business we are free of any conflicts of interest.