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‘Look after the pennies and the pounds look after themselves’. This quote is attributed to various people but the principle is clear: nurture your money, however much you have, and it will grow.
Life can present many challenges and planning ahead helps you to be better prepared should life take an unexpected turn.
Financial planning is the over-arching function under which there are different disciplines, all of which dovetail to help you arrange your affairs as efficiently as possible. You might not need them all – part of our job is to identify the areas of financial planning that might be useful to you.
Ask someone what they think a Financial Planner does though and they’ll likely mention mortgages or pensions. However, this is only part of the process. It’s more about planning your priorities, whether that’s for your property, retirement, investment portfolio or cash savings.
Financial planning is for everyone – we make financial choices every day, whether it’s spending, saving or whether to use a credit facility. And these days we need our money to work harder than ever and deciding how best to plan your finances can be daunting. But however difficult your situation you will be better off addressing it and by focusing on a realistic goal you can put yourself back in control.
Let Rouse Limited help you every step of the way.
Call our friendly team of Chartered Financial Planners and Certified Financial Planner™ professionals on 01983 535740 for a free initial consultation.