Why financial planning has never been more important

Why financial planning has never been more important

We live in troubling times, the like of which most of us never expected to see.

Naturally, you will be worried about your own safety and that of your loved ones. As stock markets fall in response to the coronavirus pandemic, you might also be worried about the effect on your pensions, investments and financial future.

Will you still have enough?

We know that most people’s main financial priority is to understand whether they have enough money to do what they want, when they want, in retirement.

Naturally, when stock markets fall as sharply as they have done over recent weeks, you might be concerned about whether you will have enough money to pay for the retirement you planned.

Financial planning during the lockdown

The lockdown period provides us with the perfect time to help you answer that fundamental question; do you still have enough to have the life you want in retirement?

We welcome enquiries from people who aren’t yet a client of Handford Aitkenhead & Walker. Our financial planners are providing the same service during the lockdown period, albeit via video conferencing until we return to more normal times.

Your financial planning journey starts with an initial conversation where we will discuss your current situation and start to understand your objectives and values. This will also allow you to see how we work and decide if you would like to work with us. We’ll also provide details on likely fees and next steps.

Why choose Handford Aitkenhead & Walker

There are many reasons why our clients choose to work with us, including:

  • We are financial planners. That means we understand that developing a plan to achieve your goals and aspirations is more important than financial products
  • We are Chartered Financial Planners. This is widely recognised as the ‘gold standard’ in our profession
  • We are award-winning. We are proud to have won the ‘Small Advice Firm of the Year’ award at the Money Marketing Awards 2019. The judges of the award said: “Handford Aitkenhead is a firm that puts financial planning at the heart of its business”, “I would have no issue at all referring clients to the firm” and “a highly competent firm”

To arrange an initial discussion please email us by clicking here, call the office on 01664 77 88 99 or click here to complete our online enquiry form.