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Our journey begins with a conversation about your ambitions. Whether you’re aiming for early retirement, planning for your children’s education, or looking to grow your wealth, I’ll help you set clear, achievable goals.
Next, I’ll gather all the necessary financial data, which provides the foundation for building your bespoke plan. This includes understanding your income, expenses, assets, and any liabilities.
We then assess your current financial situation. It’s important to have a realistic view of where you stand today to make informed decisions for the future.
With your goals set and data in hand, I’ll develop a plan tailored just for you. This plan will be your roadmap, showing you how we can move from your current position to where you want to be.
Planning is only the start; the real magic happens when we put that plan into action. I’ll assist you in implementing the strategies we’ve discussed, helping you to navigate any complexities.
Financial planning is not a set-and-forget process. I’ll monitor your plan’s progress and we’ll have regular reviews to ensure it remains aligned with your changing life circumstances and goals.
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Registered Office: 21 High View Close, Leicester, LE4 9LJ : 10490287.
ISJ Independent Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Authorisation number: 770385.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
