As a high earning couple with demanding jobs, it is difficult to find the time to think about your long-term financial goals. You know you need to save for your future but paying your mortgage and your day to day financial needs may leave little to invest in your future.
How Tower Hill Associates can help?
We will start by getting to know you, establish your risk profile and identify your long-term aims. After looking at your existing assets, pension pots, insurance policies and current financial commitments, we will develop a clear financial plan outlining how much you will need to invest for each of stage of your life, each with its differing cash flow requirements, to achieve the type of retirement you would like.
Once agreed, we will implement the investment strategy on your behalf. Each year, we will review your plan and investment portfolio and can make adjustments to reflect your current income and any changes to your circumstances.