young-family

Helping our clients make best use of their finances

young-family

 

The first in a two-part blog, Jaskarn Pawar, Independent Financial Advisor talks about Investor Profile clients and how his company has helped them make best use of their finances … so that they can enjoy life.

It is our aim at Investor Profile to make time to listen to you and understand your requirements.

 

 

 

Our clients normally come to us with at least one of the following:

  • Surplus income they want to invest.
  • A desire to earn better returns from investing rather than saving.
  • A lump sum of cash to invest.
  • Old investments and pensions to refresh and improve.
  • A pension to convert to an annuity or drawdown.

We find that our clients stay with us because we:

  • Save them money on investment charges they were paying.
  • Improve their investments and pensions by making them more personalised.
  • Manage their investments so they don’t have to

Don’t just take out word for it, read on to understand what one of clients said about our service and how we helped them.

 Our Client

 THE SITUATION

  • £6,600 per annum of income and £3,500 per annum of expenses.
  • £20,000 of pension assets.
  • Young and married with three children.

THE OBJECTIVES

  • Save towards the future and eventual retirement.
  • Make the most of good earnings so that financial wellbeing reflects money earned now.
  • Have a financial plan to stick to and feel secure.

 THE OUTCOME

  • Directed £500pm towards a new ISA and Pension.
  • Retained the balance of any surplus to improve cash reserves and allow for flexibility.
  • Consolidated ISA and Pension assets on to a simple portfolio for growth.
  • Created a plan and cashflow forecast where retirement goals can be achieved

 

HERE’S WHAT OUR CLIENT SAID ABOUT THE SERVICE WE GAVE THEM

Thank you for highlighting our personal and financial position for what it is.

Having worked hard to be in the position we now find ourselves, it can sometimes be difficult to see that we are in fact in a strong personal and financial state. Your advice has given us the peace of mind we needed

Blog by Jaskarn Pawar

Jaskarn Pawar is an experienced and award winning Chartered and Certified Financial Planner. He advises people all over the UK on financial planning and wealth management issues to help them reach solutions to fit their personal needs. You can contact Jaskarn on 01604 211234 or by e-mail on jaskarn@investorprofile.co.uk