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Investment Planning in Bristol

Whether you've come into unexpected wealth, aim to set aside funds for your children's education, or desire to embark on a unique adventure like a once-in-a-lifetime journey, we are here to assist you in making wise decisions.

Investment Planning in Bristol

Planning your financial future can be a daunting task, but with today’s technology investment planning has never been so easy. 

With the various investment options available, now is the time to get involved in investments and take control of your financial future. And a financial planning expert can do this.

According to the UK Government Investments (UKGI), investments in the UK have grown by 8.5% since 2018, with total assets under management reaching £2.3 trillion in 2020. In addition, more than 11 million people are now taking advantage of stocks and shares ISAs, while Barclays customers have invested over £100 billion through their investment services by 2019. 

Book a Meeting Today to Discuss Your Investment Plan.

To find out whether we’re right for you (and whether you need a financial planner at all) book your meeting now. The first chat is always on the house.

Schedule Meeting

What is a Investment Plan?

The road to investment success may have some bumps, but with patience and effort, you can grow financially so you can be sipping margaritas on the Med in no time.

Whether you’re looking to save for retirement, buy a house or just build wealth, having an investment plan tailored to your individual situation can help you get there. Plus, with the right advice and guidance, creating a financial plan doesn’t have to be intimidating – in fact, we promise it will be fun! So why not give us a try and see where an investment plan can take you?

Investment Planning: Make Smart Investment Decisions Today

Making smart decisions about investment planning is essential for achieving your financial goals. It involves setting a destination, determining the route to get there, and understanding your risk tolerance. 

To start, it’s important to assess your current financial situation and settle what kind of investments are right for you. Then, creating an investment plan that outlines how much you’ll invest in each asset class and when you’ll rebalance your portfolio, sounds easy right?

Careful consideration and research can help you make smart investment decisions today that will pay off in the future. However, if you don’t do your due diligence, you may not be able to achieve the desired results. Get yourself a professional, like us – so you can take your finances to new heights.

How Investment Planning Can Help You Reach Your Financial Goals

Investment planning involves setting a strategy for investing your money in order to better manage your finances. Investment planning helps you identify what investments are best suited for your individual needs, and how much risk you are willing to take on in order to achieve those goals.

Creating an investment plan can be a complex process, so it’s important to consider many factors before getting started. At 4 Financial Planning, we help you carefully craft your plan, tailored to your individual situation and goals.

Image of a magnifying glass, next to a laptop

Our 4 Stage Step to Financial Planning

01

Discovery

 

This meeting is held at our cost. Depending on how much we talk it is likely to last between 30 minutes and 1 hour. This is a two-way process, where we both find out about the other. By the end we should have the answers to some important questions:

  • Why do you think you need a financial planner?
  • Do you actually need one?
  • What are you looking to achieve?
  • What’s going to stop you?
  • And most importantly, do we get on?

02

X-ray

 

We gather hard facts on your whole financial situation, income, expenditure and assets and combine this with softer stuff, like financial goals, retirement plans and how you want to help your kids.

During a second meeting we look at the results, and you’ll get a one-page plan covering the 4 major areas:

  1. What happens if you die? (protection/estate planning)
  2. Are you on track to meet your short-term goals (school/university fees/debt repayment)?
  3. Are you on track to meet your long-term goals (retirement)?
  4. Are you missing anything (tax allowances)?

03

Diagnosis

 

It may be the case that you get a completely clean bill of health from the X-ray. But, if there are areas which need action, we will make recommendations for improvement.

This could be pensions, investments (such as ISAs), insurance to ensure your loved ones are looked after, or changes to your current investment strategy so it is better aligned to your circumstances.

04

Maintenance

 

The minute you walk out of our meeting your plan is out of date. Circumstances change: yours, the financial markets, the economy and tax legislation. That’s why it’s important to review your plan regularly.

Get Expert Investment Planning Advice In Bristol Today 

Are you planning for your financial future? With the right advice and guidance, you can invest confidently and set yourself up for future success. 4 Financial Planning in Bristol has a team of experienced professionals who can help make your investments count. Get tailored advice that aligns with your needs and get on track to achieving your goals – contact us today to find out how!

Schedule Meeting

Book a meeting with us

To find out whether we're right for you (and whether you need a financial planner at all) book your meeting now. The first chat is always on the house.

Schedule Meeting

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Book a meeting

The best way to get to know us is a face to face meeting. That sounds very formal but trust us when we say that it isn't!

It's a relaxed conversation about you, your life and your goals. There’s no pressure, in fact we never let you make a decision there and then. We’ll always send you away to sleep on it.

Please note, when booking a meeting we will ask for your name and email address. We will only use this information to confirm the meeting and location. We guarantee it will never be passed to a third party.