It is important to understand why you are saving and how this will impact in later life. Do you have a particular objective – to pay off a mortgage, retire at a certain age, and fund a child’s education or wedding?
By taking the current value of your investments, applying a set of agreed assumptions about investment growth, tax rates and key life events, we can help plan for your future through a cash flow model, which can be discounted to give a better understanding of the true present values.
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"I have taken financial advice from Holden & Partners since their launch and prior to that with one of their partners. I have always found their dealings to be honest and transparent. The advice given has always been candid and their service and response as diligent whether relating to small or large financial matters. They have a personal style and modus operandi that engenders trust and makes