• Financial planning is the ongoing process that helps you make sensible and informed decisions about money.

    It helps you to achieve your goals. It is not just about buying products like pensions or funds.

financial planning

There’s a great deal of misunderstanding around what financial planners are and what they do.

It’s about asking the really difficult questions,’how will my family manage if I die prematurely or fall ill and can’t provide for them?’, it’s about getting an appropriate will in place, it’s about thinking about both the here and now and the future and how best to spend your money. A Financial Planner can help you build a plan if your needs or situation are a bit more complex, or if more straightforward you can build your plan yourself.

Financial planning is nothing to do with having unique market insights.

Ultimately, no one knows where markets are heading next. Financial planning is exactly as the name implies – a plan to get you to where you want to be, from where you are now. Adjustments to the plan may need to be made as circumstances change, but the important thing is to stick to it.

Here at Private Capital, we believe in patiently building long-term relationships with our clients, founded on trust and total transparency.

Need some help?

Email us here or speak to one of our experts today.

01270 900161