Some of you will already know that I recently attained Certified Financial Planner status. I am one of ten individuals in Northern Ireland who hold this designation. It is the only globally recognised mark of excellence for Financial Planners and approximately 1000 of us hold the qualification in the UK.
The Chief Executive of the Institute of Financial Planning, Nick Cann, was recently quoted as saying: “Not to be confused with financial advisers, or the person at your local bank urging you to buy their products, the role of the financial planner is about much more than just helping you to decide what you should do with your money. They’ll help you to work out all your priorities and goals in life, attach costs to them and then start to work out a plan so that you can achieve them.”
I will work with you to establish your current net worth, your income and all future sources of income and we will spend time costing out your lifestyle so that we can establish a plan to ensure that you have financial security about your future i.e. you will never run out of money and be able to maintain your lifestyle no matter what.
Once that is done we’ll agree an investment solution to suit your goals and aspirations.
Contact me today to arrange a convenient appointment which will be at my cost and no obligation to you.
By David Gibson