Imagine the peace of mind that would come from knowing you’re financially protected no matter what happens. Well, it’s never too early to start thinking about you and your family’s financial security in years to come.
We get to know our clients’ hopes, dreams and objectives for the future so that we can put financial plans and protections in place to help them live the life they want. You might want to help your children onto the property ladder while still ensuring you have enough to retire on. You might want to retire early or reduce your working hours to part-time. Later on in life, you might be looking to enjoy your retirement to the full by going on a once-in-a-lifetime holiday or by indulging your passion for eating at fine-dining restaurants. Looking even further ahead, you might be keen to ensure your children and grandchildren are looked after financially when you’re no longer around.
We get to know our clients’ hopes, dreams and objectives for the future so that we can put financial plans and protections in place to help them live the life they want. You might want to help your children onto the property ladder while still ensuring you have enough to retire on. You might want to retire early or reduce your working hours to part-time. Later on in life, you might be looking to enjoy your retirement to the full by going on a once-in-a-lifetime holiday or by indulging your passion for eating at fine-dining restaurants. Looking even further ahead, you might be keen to ensure your children and grandchildren are looked after financially when you’re no longer around.
Once we understand your aspirations for the future, we can start to build a picture of what financial security looks like for you. It might look like a comprehensive life insurance or income protection policy, a healthy savings account or some additional money coming in from property or investments. If you are approaching retirement, financial security will likely take the form of a sufficient pension pot and a comfortable retirement income.
We’ll spend time with you chatting through your options and discussing the most effective ways of managing your finances to achieve security in the years to come. After we’ve been through all our recommendations and you’re happy with our plan, we’ll go ahead to put everything in place. And of course, we’ll be on hand to help you manage your financial plan as time passes and your circumstances change.
Once we understand your aspirations for the future, we can start to build a picture of what financial security looks like for you. It might look like a comprehensive life insurance or income protection policy, a healthy savings account or some additional money coming in from property or investments. If you are approaching retirement, financial security will likely take the form of a sufficient pension pot and a comfortable retirement income.
We’ll spend time with you chatting through your options and discussing the most effective ways of managing your finances to achieve security in the years to come. After we’ve been through all our recommendations and you’re happy with our plan, we’ll go ahead to put everything in place. And of course, we’ll be on hand to help you manage your financial plan as time passes and your circumstances change.
For friendly advice and expert assistance in achieving your life’s goals and aspirations, please get in touch for an initial chat.
Getting in contact
You can call us on 01444 707304, email us at matt@parkworthwp.co.uk or submit the enquiry form. Any correspondence should be sent to Parkworth, 26 Folders Lane, Burgess Hill, West Sussex, RH15 0DR. Our offices, where we hold all our meetings, are based at the beautiful Pippingford Park, shown on the map.
Enquiry form
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Principal – Matt Porter.
Parkworth is a trading style of Matt Porter who is entered on the Financial Services Register https://register.fca.org.uk/ under reference 781320. If you wish to register a complaint, please write to us at the address above or email us at admin@parkworthwp.co.uk
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