Bespoke Financial Lifestyle Planning
Everyone has realistic concerns about their finances. From wondering if they have enough money to do the things they want to do now to wondering whether or not the money they do have will last through to and beyond retirement.
To help realise your dreams and aspirations for the things you wish to achieve in the coming years and similarly to gain an idea of how your retirement might look, Sheards Wealth Management’s bespoke financial lifestyle planning is a must for anyone who is looking to gain expert support with their financial choices in order to maximise both their current and future lifestyle.
By working with a Sheards Wealth Management Advisor for your financial lifestyle planning, you will be able to gain a clear picture of your current situation and what that means for the future.
Our advisors place client relationships at the forefront of what we do and will work alongside you to help you realise your dreams – be it retiring into the sunset or having enough to keep a stock of classic cars.
Our bespoke plans will clearly indicate;
- What you can do now
- What you need to do to achieve your dream
- Advise on a typical retirement age – enabling you to start doing the things you want to do sooner!
How do we do this?
We sit down with you to review and gain an understanding of your current financial situation.
We then, with our specially designed software, create a financial plan bespoke to yourself, which incorporates all existing arrangements and will help us to see what your finances could look like in the future.
- We will work with you to plan what you’d like your financial future to be. Not only today but every year and at every stage of your life pre and post retirement.
- We will explain how to make the most of your money to reach your goals and the likely timescales required to get there.
- We also show you how to manage risk and loss expectations.
- We will also ensure that if anything were to happen to you, your dependents will not run out of money.
To discuss how Sheards Wealth Management can assist with your financial lifestyle planning, contact us today.