Our clients live full and varied lives and we love to hear about them at the annual review meeting.
A robust financial plan should ultimately allow a client to do all the things they want to do, in the knowledge that they and their families are protected. At an annual review meeting we will recheck all of our key assumptions to make sure that what we have put in place remains suitable.
We challenge our clients to think into the future and make plans today that give them the best choices for when that future arrives. Our clients tell us that the process itself is an important and worthwhile sense check that gives peace of mind on an annual basis. We also know from the statistics that clients who revisit their finances annually have higher retirement incomes and pay less in tax….so it makes sense in that way too!