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Your wealth confidence comparison
Your wealth confidence calculations
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Hopefully, the Wealth Confidence Calculator has highlighted some key financial matters and helped you decide how confident you feel about your financial future. It may also have prompted you to consider if there is anything you can do to improve your situation.
Some more ways we can help
Five top tips for a confident financial future
Be proactive, review your money regularly and take a long-term view.
Don’t be afraid to ask if you don’t know or understand. While most of us know what a mortgage is, too few of us know what an annuity is. It’s important to know how much money you'll need in retirement to cover expenses and care. Do you understand concepts such as cash flow forecasting, risk tolerance and asset allocation?
Whether you do this yourself or seek the help of a qualified financial planner, sound financial advice and/or tools can help you become more confident.
A range of products and solutions should all form part of a well thought out wealth management plan. This could include protection products and investing services, as well as tax-efficient wrappers such as pensions and ISAs.
Confident people aren’t just willing to take action, they’re also willing to acknowledge that they don’t and can’t know everything. Know when you need help. Be willing to admit that you need guidance or support. Get feedback/support from someone who cares about your future and the quality of your financial plan and performance.
A go-to resource you can rely on is a major factor in having financial confidence – building a strategic relationship with an adviser you can trust to be your financial coach, and whom you can rely on for:
- Strategies for creating retirement income
- Updates to changes in tax law
- Estate planning – including helping your children buy their first home
- Cash flow forecasting – especially in later life
- Health care/later life/care home expense planning
- Life insurance
- When and how to start drawing your pension – including annuity considerations
- Educational expense planning
- A choice of investment management services supported by robust investment research and analysis.
The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.
If you have any questions our experts can help
If you would like to know more about how we can help with your financial planning or investment needs: