Savings & Investments
You’ll probably already have some rough idea of what the ‘Big Picture’ looks like; where you see yourself or your family in say 5, 10 or 15 years or more. You might also have plans or ideas of things you would like to achieve in life, and have a different set of priorities against each of these as to how important these things really are. Some could be non-negotiable for you, others might just be an aspirational dream.
Either way, we like to view these as some of the key steps along your future financial journey and we’re here to help you plan and navigate your way through the detail. Every step of the way.
As with every journey, there’s also often many ways to get to where you want to be. Some may prefer a cautious and steady approach, others might look for a more adventurous route. The truth is that neither are actually guaranteed to deliver you to your destination, but with careful planning and sensible investing you could be more likely to succeed. The important factors to consider when investing are firstly where you want to get to, when you need this to happen by, and at what personal cost you are willing to risk in achieving this. Welcome to the world of financial planning.
Long term focus
At Cherry May, we firstly look to understand your Big Picture, your plans for the future, dreams and aspirations. We’ll take time to understand how you feel about risk and discuss with you how best we can work together to plan and achieve your future goals.
Having clear investment objectives and sowing the seeds for the future is just the start of the journey. Planned events and unexpected surprises can change your priorities and outlook all the time. Our job is to ensure that when circumstances change, or when life sometimes takes a different path, your long term objectives remain in focus and your investment plans are reviewed when it’s needed.
The value of investments and income from them can go down. You may not get back the original amount invested.
Find out more… Call us on 01823 475222 or email us today.
I was speaking at a business event recently and I asked the group this simple question: Do you know when your State Pension age is?
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Registered office address: Javelin House, Wood Street, Milverton, Taunton, Somerset, TA4 1QU
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