Financial Planning aims to give our clients assistance in organising their personal or corporate financial affairs.
S Hill & Co Investment Advisers Limited assess the fundamentals of financial planning including:
- Protection – Making sure you have suitable protection in place to protect you and your families income and lifestyle in the event of ill health or premature death.
- Savings & Investment – Making sure that you do not take undue risk with your investments in the short term and that you do not miss out on growth opportunities over the long term – striking the balance to maximise your position.
This can lead to the recommendation of specific contracts or policies but initially it will result in the production of a plan devised specifically for each client, focusing on strategy and goals.