What Could Personal Financial Planning Help Me With?
Personal financial planning is a longstanding, ongoing practice that understands all facets of classifying your personal finances. It could be, pension and retirement planning, tax planning, cash flow budgeting, banking, insurance, mortgages, savings, investments, estate planning or later life forecasting. What all this refers to is the process of financial management and providing financial advice and services to all individuals, and couples, directors, partners and the self-employed.
This approach to personal financial planning is about meeting personal goals, whether that’s building your investment portfolio, or paying for your children’s university fees. In many cases, our independent financial planners will work with you for many years, assisting with your finances as you experience future life-changing incidents.
Personal financial planning is dependent on many elements: this could be income, salary, dividends, expenses, living requirements and individual goals and objectives. In terms of financial planning for directors, partners, and the self-employed, the process is very similar. What it depends on is your focus and how you want your business to grow and develop.
Irrespective of the type of guidance and advice you are seeking, such as specific support or business direction. The procedure involved with personal financial planning means that we can implement a bespoke plan. That allows you to fulfil all your requirements, within your financial limitations.
Why then Is Personal Financial Planning so Important?
Personal financial planning is necessary for all. It achieves the means to manage your money, to accomplish personal financial contentment and peace of mind.
Your finances will be handled professionally by Mike Robertson Associates, providing you with a safeguard for your financial security and prosperity, not just for you today but for your future generations to come.
Personal financial management is a disciplined approach to not only managing your money but also reaching life goals. Our financial planners will work with you for years to come so that they can understand you and your financial needs to provide solutions that keep you financially comfortable.
What Can Mike Robertson Associates Help Me With?
We help a variety of individuals and businesses across a portfolio of services, including, but not limited to:
- The need for adequate family protection in the event of death or ill health;
- Pensions and Retirement planning;
- The tax-efficient investment of capital for growth or income;
- Saving for long term goals;
- Mitigation of tax liabilities, including capital gains and inheritance tax.
Mike Robertson Associates Limited is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority. See here for full details.
Specialising in Life Centred Financial Planning, MRA is unlike other traditional independent financial advisors – we are so much more. We help individuals, businesses and families achieve the best quality of life they can with the resources they have. Life Centred Planning is about the person, not the product and our Life Centred Financial Planners look at how your money can be arranged so that it’s serving your aims and dreams in this lifetime.
Based in East Sussex, we service clients across the South East, Sussex and Kent, including smaller towns such as Ashford, Battle, Bexhill, Bodiam, Brighton & Hove, Cranbrook, Crowborough, Eastbourne, Hailsham, Hastings, Heathfield, Herstmonceux, Lewes, Mayfield, Newhaven, Rye, Seaford, Sevenoaks, Tenterden, Tonbridge and Tunbridge Wells.