Developing a financial strategy

In the light of your answers to the following questions (amongst others) we agree with you a strategic plan, which we record and review each year, ever mindful of the fact that objectives and circumstances may change.

Do you have sufficient resources to achieve all your goals in the time you wish?
Are you comfortable with the amount of risk involved?
What is the overall risk of you not achieving your goals?
What is the risk of your investments falling in value, and how is that level of risk affected by the time-scales involved?
What is the risk of inflation eroding the value of your investments?
How would a catastrophe such as illness or redundancy affect your ability to meet your goals?

For an in depth overview of this process please refer to our ‘Guide to Financial Planning’.