Ongoing Service
We believe that good financial planning is not a one-off event, but a dynamic process to either ‘get you on track’ or to ‘keep you on track’ to achieve your goals, aspirations and your ideal lifestyle.
Just as a single visit to the gym will not keep you fit forever, your financial health needs on-going monitoring and reviews. There will be changes in legislation and in your personal circumstances that will impact your plans and which will need to be reacted to. There will also be other things that you won’t be aware of without having them brought to your attention by your trusted adviser.
This service will:
- Align your financial choices with your most important goals and most deeply held values,
those things in life which are really important to you.
- Help you get your entire financial house in good order and continue to keep it that way for the duration of the service.
- Have a ‘level 10’ confidence that you have the best chance of achieving your goals.
- Hold you accountable to do those things you have agreed you need to do, to achieve the lifestyle you desire.
- Free up your time to do those things which are more important to you than worrying about your finances.
What's Included
We will provide regular reviews (up to two per year), recommending action as appropriate against the ever-changing financial landscape - with a view to making sure you remain on track. A 36 month cycle backed by a 100+ point checklist will drive the focus of each meeting, ensuring the core aspects of your financial planning are reviewed in depth.
We can also take the guesswork out of your financial planning by using sophisticated cash-flow modelling software.
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Hankley Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FSR reference number 697491
Registered in England and Wales as a Limited Company, No. 9463733
Registered Office: Send Business Centre, 3 Tannery House, Tannery Lane, Send, Surrey, GU23 7EF
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.
Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk