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Financial Planning

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life; it’s not just about buying products like a pension or an ISA.

Symphony can help you with things like:

  • Planning for perhaps your early retirement
  • Investing or saving money for a future event or beating bank or building society interest rates
  • Making the most of a lump sum of money such as a redundancy payment or an inheritance
  • Buying a property or taking out a mortgage
  • When your life changes for example, you’re starting a family, getting divorced or you’ve been widowed.

Start by working out your goals in life, in the short, medium and long term. Prioritise those that might be more important than others, and think about the likely cost of those goals and when you will need the money, so you can start to arrange and plan your finances to work out how to achieve them. Don’t forget you also have to plan for some of the hurdles and challenges you may have to overcome too. We can help you get organised; it’s about being in control of your finances rather than letting your finances control you.

The firm does not provide mortgage advice.

Our Services

Pensions & Retirement

Savings & Investments

Financial Planning

Insurance & Protection