Can you afford to retire earlier than you think? Can you have more holidays? Can you buy a bigger house? Can you help your children in their younger adult years when they need it most, knowing that you will still have enough? Are you doing all the things you could be doing? Are your pensions and insurance policies the most suitable for you? Will your estate be subject to inheritance tax?
Financial planning isn’t about products, it’s about your own personal plan. How much do you need now, in ten years, in thirty years in order to achieve all your goals? Everyone wants to know how much they need to save into their pension, and the answer is different for each person. It depends on the life you want to live.
In creating a lifetime plan, we review where you are now looking at what you earn, spend, own and owe and map this out into the future. We can look at any “what if” scenario that matters to you and work out the best way to meet your goals. It may be that everything is on track and you don’t need any additional support or perhaps some of the existing elements of your plan need some tweaking. I can advise on the best solutions for you.
I have spent my career in financial services, having started at a high street bank before training as an accountant. I made the move to financial planning in 2010 and have been advising clients since gaining the Diploma in Regulated Financial Planning in 2014.
I have vast experience in working with business owners (whether sole trader/partnership/ltd co.), with my accounting experience going hand in hand with the advice I give.
Making the complicated simple, and giving reassurance is my aim.
KMR Financial Planning Ltd, 11 Crown Mews, Stockport, SK2 7HR
Registered Office address: 11 Crown Mews, Stockport, England, SK2 7HR
Registered in England and Wales under reference 13532426
KMR Financial Planning Ltd is an appointed representative of ValidPath Ltd, which is authorised and regulated by the Financial Conduct Authority.
KMR Financial Planning Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 960935.
ValidPath Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 197107.
The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
