Financial Planning

It has been said that ‘a dream is an unplanned ambition’. With the aid of Financial Planning it is often possible to create a plan the implementation of which will enable the ‘dream’ to be achieved – thus making it a realistic objective.  You may have found yourself asking some important questions about your money and your life. These questions may include some of the following:

  • What is it that is most important about money to me?
  • When will I be able to retire?
  • Will I have enough money to lead the life I really want?
  • Am I taking too much risk with my investments?
  • What will happen to my family if I die or have an accident?
  • What revenue do I need my business to generate?
  • Can I afford to financially support my children?
  • How much inheritance tax will my family pay?

We help you identify, achieve and maintain the lifestyle you want without fear of the future. We do this by creating and maintaining a plan so that you can answer the important questions.

Financial Planning helps you to understand whether your current and future financial position will allow your goals to be achieved and, if they are not likely to be, what actions you need to take to make them achievable.

Initial meeting at no cost to you.

Tel: 02890 311 811

Email: admin@succeedwm.com

Gordon Street Mews, 27-29 Gordon Street, Belfast, BT1 2LG