Planning for the Expected - and the Unexpected
Ongoing financial management can help you plan for your future needs, minimise tax and maximise investment yields. This can cover predictable items like school fees or retirement, or sudden eventualities like illness or redundancy.
The first step is to create a Financial Planning Strategy based around your current and future circumstances plus your attitude to risk. The components of the strategy are insurance, pension planning, investments, tax planning and estate planning and in formulating our strategy we work closely with your other professional advisers like your Solicitor and Accountant.
We then monitor and modify the plan on a regular basis, to ensure the optimum performance and to take account of changes in legislation, new opportunities in the market and changes in your own circumstances.
“I would just like to take this opportunity to thank you, Adam and all the Stonehill staff with whom I have had dealings over the last few years for the excellent service I have received. You were all most courteous and helpful whenever I had reason to contact you, and I was delighted with the professional way in which my investment was handled.” Clare Kirton
“Fingers crossed the next quarter will perform as well!” Gabrielle
“Di and I thank you for the very kind gifts that you sent us to mark your 5th year as Stonehill Financial. The flasks will be very useful on our travels and we thank you (or should it be your daughters for the ingenuity in their choice). The five years have gone very quickly and in that time you have established an excellent business with first class service – we wish you and your team every success in the future.” John and Di Robertson
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