Are my investments right for my goals?
Determining whether your investments align with your financial goals is a crucial aspect of sound financial planning.
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Your financial strategy
Invest with a purpose
Take a moment to think about your goals and why you are investing. Are you aiming for a short-term goal, such as saving for your child’s wedding? Perhaps you’re pursuing a medium-term aspiration of launching a new business, or maybe you’re harbouring a long-term vision of selling your business in 15 years and embarking on an adventure.
Your chosen investment strategies should align with the specific nature of your goal, whether it’s immediate, intermediate, or long term.
How we help you…
Establishing your goals
It’s crucial to determine your financial goals before you start to think about investing. Our initial chat will involve a conversation about your aspirations and the timeline within which you hope to achieve them. Then, we will strategically categorise your goals into short, medium and long term, to ensure a suitable investment strategy.
Diversified portfolios
In financial planning, building a diversified portfolio is an excellent method to lower risk and potentially achieve a relatively high return on your investments. They must also match your appetite for risk and meet your long-term financial goals. Trust us to make sure every box is ticked and that our focus is on achieving your goals.
Ongoing reviews
As time progresses, it’s perfectly natural for your goals to evolve. Our annual meetings provide an opportunity to look at how your investments are performing and have another in-depth chat about your goals. Think of it as a friendly annual check-in, where we see how you’re doing and understand what we can do to get you closer to achieving those life goals.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Your journey
Step 1
Initial chat
The starting point on your journey with us is designed to give you the space to talk and tell us about your goals.
Step 2
Status check
We will gather additional information, including your income, expenditure and lifestyle, and then we will map out what could affect these over time.
Step 3
Uncover scenarios
We will have another meeting to identify different scenarios. This will consider questions such as “Can I grow my wealth safely?”
Step 4
Staying on track
Seeing your plans come to life is the best part of our job and we will be there to guide you on this journey.
What our clients say
While we could certainly say tons of great things about our work and success stories, isn’t it more fitting to let our clients do the talking?
Eden Gate Financial Planning is a trading name of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd. 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
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