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General Financial Planning

A common goal amongst most people is to, at some stage in their life, achieve financial independence. This is achieved when you have built up sufficient savings, or income producing assets, to be able to live without the need to work. This is the essence of good financial planning.

At Condy Mathias Financial Planners, we work closely with our clients so they can achieve this goal as early in life as they choose by effectively managing their financial needs, objectives and investments.

How we do it?

  • Initially, we take time to get to know your current financial position and what your financial needs and objectives are over the short, medium and long term.
  • We then work on providing you with clear recommendations designed to help you meet those needs and objectives.
  • Having discussed these with you to make sure they will achieve exactly what you want, we then implement our recommendations for you.
  • We will meet with you at least once a year to monitor the progress of your financial plan and make any changes necessary to ensure your investments stay on track.
  • Once you are financially independent of work and you decide to retire, we take you through all your options and advise you on the most tax efficient way of taking and enjoying your income in retirement.

Realising your lifetime goals may not be easy but it can be simplified by following a well researched and personal financial plan. We are all living longer and so financial planning now for what might be 30 years or more in retirement will help you achieve the retired lifestyle you want.

Condy Mathias Financial Planners are regulated and authorised by the Financial Services Authority