Seeking Advice - Invest Southwest Independent Financial Advisers - Taunton

YOU NEED A PLAN BEFORE YOU NEED A PRODUCT There are some very complicated products out there, with successive governments making constant adjustments to suit their political and economic agendas. A good example of this is the many changes to pensions in the past decade alone, some minor, some major. With this in mind, the starting point for any advice should not be a product. An analysis of your income, expenditure, assets and liabilities will allow Invest Southwest to create a financial strategy or plan with you. It is a very important part of the service we provide, as it helps you make much more informed decisions. INDEPENDENT FINANCIAL ADVISERS SETTING YOUR FINANCIAL PRIORITIES Sometimes that means you will need to compromise. We can help you identify where that is the case and build it in to your plan. In effect we can act as your coach to help you meet your goals, managing you and your finances through the good times and bad, and advising you against making rash decisions. Once your financial needs and objectives are clear, depending on your disposable income and accumulated wealth, Invest Southwest can help to decide whether you will be able to satisfy all of your needs, or prioritise some over others and develop a plan of action that suits your personal situation that strikes a good balance between your financial needs and objectives. Necessary Planning Items Desired Planning Items Philanthropic Desires Gifting to the Next Generation Building a Nest Egg Creating an Emergency Fund Long-Term Preparation for Retirement Having Adequate Insurance FINANCIAL PLANNING PYRAMID