At Carrington Asset Management Ltd, financial planning is a fundamental part of our overall wealth management offering. By taking a rational and realistic look at your life goals, establishing your current financial situation, and determining your needs and expenses, we can plan a route to protect your assets, grow your wealth, and plan for future events.
A comprehensive financial plan helps you keep on top of your income, expenses, and investments, ensuring you are always in control and prepared for whatever challenges life presents and clearly understanding the action you will need to take to reach your goals.
Stages of creating a personal financial plan.
- Review your existing situation
- Establish goals
- Create a plan to clear any debts
- Set up an emergency fund
- Investigate retirement and estate planning
- Invest for your future
- Protect what you have
- Review your plan regularly
At Carrington Asset Management Ltd, we will walk you through all stages of the process, addressing your individual needs as we go. Having a flexible financial plan in place is vital to protect what you have, build wealth and achieve financial goals such as enjoying a comfortable lifestyle presently and a financially secure retirement in the future.
Some Of The Areas Included In Carrington Asset Management Ltd's financial planning services consider are:
- Giving to charity
- Marriage and children
- Education expenses
- Estate planning
- Divorce and separation
- Cash management
By taking a universal approach to managing wealth and finances, Carrington Asset Management Ltd ensures all areas of your financial life are addressed, and you have peace of mind and financial clarity. While each person is different and has their own aspirations and dreams for the future, some common goals include making sure they can enjoy a comfortable retirement, giving to charities, helping family and loved ones, and preparing for the efficient transfer of wealth to the next generations.