Planning for the future

The team at Phillip Bates & Co Financial Services advises people at various stages of their financial journey.

Increasingly, we are being asked to act for younger couples, often in their early to mid-30s, who want to ensure they have the right plan in place for their future retirement – even though this may be many years away.

One couple recently came to see me, both on good salaries and with a small amount of savings and investments. On the face of it, they were in good shape and had taken a number of sensible steps.

However, with the use of our state-of-the-art cash flow modelling software we were able to provide the couple with the long-term planning they were seeking.

It allows us to make projections and challenge assumptions as part of the process of plotting out a client’s retirement plan – however far ahead this may appear.

The software is interactive and intuitive and allows us to consider historic investment performance as well as looking at likely trends and patterns into the future.

Crucially, it enables us to provide our clients with realistic, attainable long-term planning that will allow them to achieve their goals for retirement.

To find out more, please contact Alan Mellor on 0151 353 1066.

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