Financial Planning Northern Ireland
What is Financial Planning?
Financial Planning is an ongoing process which involves setting goals around how you wish to spend the rest of your life and then helps you make clear financial decisions that can help you achieve your goals.
Good Financial Planning is not about simply buying products like an investment or a pension but aligning plans, new or old, with your life goals.
Your Financial Plan may be quite straight forward such as simply making sure that your family are protected if you were to fall ill or worse and you may feel comfortable building your own plan. Of course we would always advocate the benefits of engaging the help of a good Financial Planner and for more complex financial requirements the need for quality financial planning becomes even greater.
At From Acorns Financial Planning we usually create a financial plan in four steps:
- Develop an understanding of your current financial situation and establish your life’s goals
- Analyse your current financial position & develop a plan for achieving your goals
- Implement an agreed plan to achieve your goals
- Review and make adjustments to your plan on an annual or bi-annual basis
Financial Planning involves establishing short, medium and long term goals. Estimating the cost of each of these goals and prioritising them so we can create a financial plan to achieve them. We know that life will throw a few spanners in the works and will build this into your plan.
At the end of the process you should have peace of mind that you and your family are on track for the future you desire.
From Acorns Financial Planning Ltd are based in Tyrone, Mid Ulster and provide a comprehensive Financial Planning service to both personal and business clients across Northern Ireland and the UK.
THE VALUE OF INVESTMENTS CAN FALL AS WELL AS RISE, AND YOU MAY NOT GET BACK ALL OF YOUR ORIGINAL INVESTMENT.