Almost all business owners are aware of the need for proper financial planning and therefore are keen to examine in minor detail the various products that they have been sold over the years. In addition they are often concerned at “the bottom line” of the product valuation (in other words have their pensions or investments gone up or down) without relating this to how the market has performed generally.
We wonder if this type of “financial awareness” is helpful?
It is worthwhile to meet an adviser who can assist you to discover :-
Where you are now financially
Ideally, where you would like to be positioned financially in the future?
What are the most cost effective strategies to assist you to reach your ideal?
If you are not currently aware of the answers to these questions, you need to seek out an alternative Financial planner, contact one of our Financial Planning Consultants, at Pareto Lawrence we offer both Financial and tax planning advice to corporate and private clients.