Financial goals

Goals are important to ensure you don’t invest too little or too much, what is the point in over investing in your pension or dying and paying lots of Inheritance Tax?

Your personal financial goals can be broken down into short term, medium term and long term. And, you can work the numbers to ensure what you are doing now will give you what you want in the long term.

There is only one thing worse than finding out that you do not have enough money to live the rest of your life with the security and comfort you want and that is finding out too late to do anything about it.

This is why I will be urging all of my clients to review their financial plans. The recent Credit Crunch and Recession has changed the landscape and everyone needs to review their plans to make sure they are solid.