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Lifestyle Financial Planning At Sense Financial Solutions we offer a fully comprehensive, tailored advice service which takes an holistic approach to your finances, evaluating every aspect of your money and financial products. This type of financial planning is usually undertaken on a fixed fee basis. Our Lifestyle Financial Planning service offers a full financial review including an assessment of your net worth, protection plans, pensions, savings and investments, mortgages and estate planning and inheritance tax position. After careful analysis we summarise these in terms of appropriateness, cost-effectiveness and efficiency and provide advice on wealth management, pension and retirement planning, investment portfolio management and estate preservation and inheritance tax planning. We will help you to set targets and objectives in order to build an integrated financial strategy and plan for the future. Without a realistic plan, the likelihood of achieving any kind of financial independence is left to chance. Lifestyle Financial planning is an ongoing process. At each annual review we will help you to monitor the plan and make any adjustments, where appropriate and necessary, to ensure that you are moving in the right direction. For more information about the Sense Financial Plan Click Here |
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