Lifetime Financial Planning

Life is a journey. We can map out your life plan, show you the stops along the way, and give you a picture of your destination.

We can’t predict the future, but we can greatly increase our chances of certain outcomes by our behaviour and our actions; in other words by making strategic plans. Do you worry about your, or your family’s, financial future? Do you have a ‘bucket list’ or an unfulfilled dream? Are you concerned about your money lasting your lifetime? How do you feel about money?

Dale Carnegie, the American writer born in the 19th century, said “today is the tomorrow you worried about yesterday and all is well”, suggesting that ‘living for today’ is the way forward to stress free living.

At Eldon we certainly believe that we should all seize the day, but that in the day there should be an inherent understanding of how the future will unfold if we follow our current paths. This understanding, coupled with an ability to amend your paths to shape the future, brings peace of mind, and will add impetus for you to move forward with your life. We can help you to get, and stay, on track.

Our aim is to take the “money worry” out of tomorrow.

So, lifetime financial planning means having an understanding of all aspects of your current situation, then taking decisions about the future. We are ready to set about making it happen!

Once we have established our relationship, our review and forward planning meetings, regular updates and reports are all part of the strategy we use to help you to keep on track.

We can look after all of the detail, taking away as much of the administrative burden as you wish. We constantly monitor the financial world to keep up to date so that we can pass on relevant information and suggest changes as appropriate. We know that we provide good value for money, with charges and fees clearly stated up front, and our clients overwhelmingly endorse us.

Our service is person to person, tailored to you and delivered by those with your interest at heart.

We will have regular discussions so that you can let us know how you feel. We will ensure that you continue to make the best use of your resources in line with your own short, medium and longer term plans.

We are committed to ‘being there’ for you whenever you contact us, responding quickly to provide reassurance and support. We cultivate confidence and trust in our longstanding relationships.

Looking after our clients is what we do best at Eldon.