Michelle
Administrator
Michelle joined Atkins Bland in 2017 after spending 10 years in South East Asia.
In her own words:
“Returning to the independent financial services sector after 10 years has been an interesting experience and appreciating how much technology and regulations has shaped and influenced the industry. My role within PRT in assisting with the drafting of client investment reviews allows me to gain more detailed knowledge around financial services.”
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NEWACCUMULATORS
How it works
A financial plan provides a clear path which, if followed, enables successful completion of a financial journey. To design the plan, we will need to:
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Determine your starting point; including your current circumstances, financial resources, your capacity for and tolerance of investment risk.
2. Draw up a wish list of your aspirations and goals – your destination. For example:-
a. Retirement on the terms of your choice
b. Your ideal home
c. Enough income to support your desired lifestyle
d. Protecting yourself, partner and child against financial misfortune
3. Turn your wish list into clear financial objectives.
4. Provide our recommendations for the most appropriate solutions, products and investment portfolio to reach your goals.
5. Implement the advice and you start your journey.
6. Continue to monitor your progress, making adjustments as necessary to ensure you are on course to reach your destination, or, to change course should you wish to.
For under 40's looking for ways to start saving, this is a fantastic opportunity. Get in contact with us today through the contact page here, or email JamesMurry@AtkinsBland.co.uk