Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it’s not just about buying products like a pension or a protection policy.

 It might involve putting appropriate wills in place to protect your family, thinking about how your family will manage without your income should you fall ill or die prematurely, spending money differently, but it involves thinking about all of these things together i.e. your ‘plan’. You can build a plan on your own, or if your needs are more complex you might want the help of a Financial Advisor.

Create a sound financial plan in six steps

  1. Establish your goals in life – short, medium and long term
  2. Work out what assets and liabilities you have – write them down
  3. Evaluate your current financial position –  how close are you to achieving your goals?
  4. Develop your plan – create a “route map” for achieving your different goals
  5. Implement your plan – make the changes and make it happen
  6. Monitor and review your plan at least yearly and make adjustments when needed with your Financial Advisor.

By planning your finances to meet your goals you will:

  • Have a much greater confidence of where you are going in life
  • Reduce your stress levels and start to enjoy life more
  • Gain control and peace of mind through knowing whether you’re on track for the future you want for you and your family

Latest From Our Blog

  • Buy Out Bonds Explained

    Who qualifies?

    A Buy Out Bond is a pension bond into which you can transfer your fund if you leave your company pension scheme.

What Our Clients Say About Us

testimonial"We approached Terry at Atlantic Financial Services about our company pension scheme a number of years ago and he provided a much improved offer for our employees. The complex area of pensions was and continues to be clearly explained to all involved. We would highly recommend the service and attention to detail we received."

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We are a vibrant and innovative financial services company providing independent financial planning in respect of pensions, investments, mortgages, life assurance and group schemes.

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