•
What is your current expenditure and what will it be in the future?
• What planning have you already done? •
Any long-term care assumptions?
•
How would the death of a partner change your planning?
What are the benefits?
What Next? If you would like to have your own ‘Lightbulb Moment’, or have any questions about your financial planning, feel free to get in touch. Contact Robin Yeadon - DipPFS Director and Independent Financial Planner Benedict Charles Financial Planning
Simply put, cashflow modelling provides you with peace of mind by answering the following: •
What will my situation look like when I retire?
• What are the strengths and weaknesses of my current situation? •
What level of income could I draw without running out of money?
•
What would the situation look like if I needed to go into care?
•
How can I minimise my present and future tax liabilities?
By understanding your goals and what planning is in place we can create a solution that works for you. Engagement is the key. The more involved in the process you are, the better you will understand your financial position.
What is a financial planner and why are we different? At Benedict Charles, our focus is to understand your unique situation. We will work with you to develop and carry out financial planning solutions that will help you reach your goals. We offer a financial planning service for clients seeking a long-term relationship with their adviser. This starts with creating a bespoke financial planning report, which will form the foundation for future reviews. We will be there to support you through every stage of your financial journey.
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