Client Objectives A key to successful financial planning is to identify your personal objectives, so that you are better placed to achieve them. I have found that clients wish to set many of the following objectives. Which apply in your own case? INCREASE my net spendable income IMPROVE my quality of life SAVE tax (including income tax, capital gains tax and inheritance tax) INCREASE the return on my investments SAVE money by using it effectively INCREASE my expected income in retirement GAIN peace of mind by feeling financially comfortable REDUCE paperwork IMPROVE my insight into present and future values of my pension schemes INCREASE my financial security REDUCE time spent worrying about my financial affairs ACHIEVE financial independence IMPROVE my business performance SAFEGUARD my family and dependents IMPROVE the organisation of my financial affairs INCREASE my financial awareness REDUCE personal, business and investment risks INCREASE the net amounts I give to charity We help individuals and couples, including professionals and business owners, to visualize, plan and achieve their dreams. Perhaps you have questions or concerns. We’re as close as the nearest telephone. Getting Started- It's your story!