Financial Planning

Shelley McCarthy, Informed ChoiceYou may have found yourself asking some important questions about your money and your life. These questions may include some of the following:

-What is it that is most important about money to me?

-When will I be able to retire?

-Will I ever run out of money?

-Am I taking too much risk with my investments?

-What will happen to my family if I die or have an accident?

-What revenue do I need my business to generate?

-Can I afford to privately educate my children?

-How much inheritance tax will my family pay?

We help you identify, achieve and maintain the lifestyle you want by creating a roadmap so that you can answer those important questions you have.

Financial Planning helps you to understand whether your current and future financial position will allow your goals to be achieved and, if they are not likely to be, what actions you need to take to make them achievable.