It Is Important To Have A Financial Plan

We are all dependent on sufficient income at the various stages of our lives to achieve what we want out of life. It is therefore important that we have a plan. Without a plan we are likely to be disapointed as we fail to achieve one or more of our goals.

Our role as financial planners is to look at your objectives and produce a plan, financial review, health check (or review the plan you already have) that will enable you to achieve as many of your goals as possible. We understand the complexities of the financial products that are available to you and which will be best suited to your requirements.  

The process of financial planning is not an exact science because no one knows what the future will hold.  Our recommendations are therefore based on a series of assumptions which we will seek to justify to you. The process starts with the detailed confidential questionnaire that we will ask you to complete.

If you decide to implement our recommendations, which will be confirmed to you in writing, that is just another step in the process. Naturally, as time passes, some of the assumptions will no doubt be found to have been incorrect and there will be changes to tax legislation, as well as changes to investment returns and the economic situation generally. We will therefore agree with you to review your financial planning at regular intervals and make adjustments as and when necessary. 

If you would like to have a no-obligation discussion with one of our advisers about creating a financial plan for you, please contact us on enquiries@arch-fp.co.uk or telephone 01483 204600 (if local) or 0845 3700 660 (local call charge only) and ask for Sarah Bond.

You Are Unique

The financial plan that we produce will be unique to you and your situation.  What we mean by that is the fact that there is no standard solution to your personal goals and priorities. One area that will make a big impact on our recommendations is your attitude to investment risk. However, your attitude to many other risks such as the risk of death or disability will also affect the plan that is most suitable for you.

For your financial plan please contact us on enquiries@arch-fp.co.uk or telephone 01483 204600 (if local) or 0845 3700 660 (local call charge only) and ask for Sarah Bond.

Arch Financial Planning Wins Top Award

At theNew Model Adviser Awards 14/15 January 2010 Arch Financial Planning Limited was named as New Model Adviser 2010 for the South East Region.

Furthermore, at the Professional Adviser Awards on 21 January 2010 Arch Financial Planning Limited was Highly Commended in the Professional Adviser Baillie Gifford Financial Education Award. This is the third year that we have been shortlisted. For further information please refer to the Arch Blog.

Investment Proposition

If your investments seem to be rather unstructured and going nowhere you should have a look at our investment proposition for our clients and then get in touch to see how this could benefit you.

Get More From Your Pension

Did you know that by using the open market option when the time comes to purchase an annuity with your pension fund that you could obtain a higher pension for life? If you have had any health problems or you smoke or live in the right area the increase could be as much as 20%! Do ask us about this. You have nothing to lose.