Personal Financial Planning
SKD will take you through the process of structuring and monitoring your financial resources to meet both your current and future financial planning needs.
Financial planning needs for most of us will alter considerably during our lifetimes. Those needs will very often have to be prioritised according to our changing circumstances and financial means. It may for example, not be possible to commit to our retirement planning needs, when we have a new mortgage to service and a young family to support.
Part of our job is to help our clients identify their financial planning needs and to subsequently devise and arrange structured solutions to meet those needs.
We provide advice upon:
- Life assurance, Critical Illness and other protection policies
- Lump sum investments and regular savings
- Mortgage solutions and protection arrangements
- Retirement planning
- Will writing services
Before making any recommendations we undertake a full review of a client's financial circumstances and existing financial planning provisions.
We will subsequently present a report of our recommendations and an appropriate strategy to implement those recommendations.
It will be important to review and monitor arrangements on a regular basis and, where appropriate, recommend changes. This can be done to suit individual requirements either upon a pre-agreed time basis or, where preferred, at the client's behest.
Please contact us for a free quotation, without obligation.
Your home may be repossessed if you do not keep up repayments on your mortgage.
You can choose how we are paid for mortgages:pay a fee, usually 0.5% of the loan amount, or we can accept commission from the lender.
