Close
Book a meeting 02890 769 769 office@navigateifa.com Client Portal
Menu

Guide: Revealed: The value of financial planning

Matt Greer

Financial planning can add real value to your life, helping you achieve your goals and enjoy the lifestyle you want.

When you think about financial planning, you might initially focus on the financial element.

Perhaps you’re interested in how planning can help you reduce your tax bill, invest to get the most out of your savings, or make sure you’re on track for retirement?

While financial planning can certainly help in these areas, it actually goes far beyond that. It’s all about helping you live the life you want, feel more confident about the future, and reach your goals.

When clients first approach a financial professional, it’s often because they need support with a specific question or concern, such as:

  • Can I afford to invest more of my wealth?
  • How much do I need to save to enjoy my lifestyle in retirement?
  • What can I do to reduce Inheritance Tax for my loved ones after I’m gone?

 

While a planner can help you answer questions like those above, the process of financial planning is even more all-encompassing, designed to deliver greater value.

In this guide, you can find out why.

Download your copy here: “Revealed: The value of financial planning” to discover how financial planning could help you achieve your long-term aspirations.

If you have any questions or would like to discuss how we could work together to build a financial plan, please contact us.

Please note: This article is for general information only and does not constitute advice. The information is aimed at retail clients only.

More stories.

Midyear Client Letter

8 interesting podcasts that are perfect if you want to learn something new

Our reputation

quotes

I have peace of mind that we are on track to achieving what we want out of life. I feel we have our finances in order now and we are really making the most of what we have.

Ian & Nicola – Deputy CEO and Designer

quotes

The process gave us tremendous peace of mind - knowing we have financial security and that any necessary advice and decisions are taken with the help of a professional.

Robert & Pauline, retired

quotes

Through the use of cashflow planning I have been able to get a greater handle on my income and expenditure and Paul is able to show me that I am on track to achieving my goals

Louise, Cosmetic Dentist

quotes

We meet twice a year, but Darren is always on hand should I have any “financial ideas”, queries or problems. If it is not in his expertise, he has no hesitation in bringing in one of his considerably gifted team.

Gareth and Heather, run a successful fashion business

quotes

It is great to have an expert look after my finances and it gives me peace of mind to know that my retirement fund is being well looked after

Terry, Golf course manager

quotes

We have been very impressed with Michael’s honest and personable approach to dealing with our finances and he has always gone out of his way to make sure we were happy.

Vincent and Mary O’Connell, run a successful furniture business

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Navigate IFA Ltd is incorporated and registered in Northern Ireland under company number NI663750. The registered office is Studio 3, Strand Studios, 150 Holywood Road, Belfast, BT4 1NY. Navigate IFA Ltd is authorised and regulated by the Financial Conduct Authority, FRN 919807.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk

Not all tax planning services are regulated by the FCA.

Privacy policy Cookies policy

Studio 3, Strand Studios,
150 Holywood Road,
Belfast,
BT4 1NY

Navigate IFA
Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.