Everyone has hopes and aspirations in life and often the only curb on achieving these is the lack of financial wherewithal. Life goals can loosely be considered under the headings “Must Haves”, “Would Likes” and “Dreams”; financial goals are no different.
Financial planning, at its most basic, is putting in place a plan to help our clients achieve their individual objectives in a specified and broadly logical order. At Thomson Tyndall, we embrace a “goals based” approach to planning.
Each stage of the plan is likely to have different objectives and a different timescale. These can be taken in isolation or form part of a broader strategy. We do, however, understand that there is unlikely to be a “one-size-fits-all” solution; we also accept that a single investment mandate may not be able to meet all the diverse outcomes.
With this in mind, we will spend as much time as is required to fully understand your priorities, be they securing a specified income, mitigating tax, passing assets on to the next generation or saving for a special event in the future.