Living your life of dreams and passing on your wealth successfully
Many of those who seek to change their lives and move forward find they encounter roadblocks. These roadblocks, which come in the form of unnecessary fears and worries about what might happen next, can stop us from reaching our potential and achieving happiness.
Anything is possible when you manage your money the right way. But it’s important to have realistic expectations of what your financial resources can achieve to enable you to achieve your financial and lifestyle goals, without putting your future plans at risk.
Influence how your investments are managed in future
You need to consider what you really want from your investments. Knowing yourself, your needs and financial and lifestyle goals, and your appetite for risk is a good start. Bumpy rides in the stock market are nothing new, but they can be hard for investors to deal with.
Spreading risk between different kinds of investments
A successful personal lifestyle financial plan has no value unless it is properly implemented through an appropriate investment strategy. If you’ve got a sufficient amount of money in your cash savings account – enough to cover you for at least six months – and you want to see your money grow over the long term, then you should consider investing some of it.
Complete Financial Planning is authorised and regulated by the Financial Conduct Authority no: 608988 and is bound by its rules.
Your home may be repossessed if you do not keep up repayments on your mortgage. Will writing is not regulated by the Financial Conduct Authority.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR http://www.financial-ombudsman.org.uk