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Keeping Your Financial Goals Under Review

If you run a car, you know it makes sense to get it serviced now and then, and probably quite regularly.


If you don’t things start falling to bits, your tyres lose their grip, the brakes stop working and your car loses value faster than it would if it was being looked after better.


It is much the same with your financial goals and investment planning.


It isn’t that what you have will wear out, but it might go off in the wrong direction and fail to reach the destination you had planned. This is because things change.


  • Changes in tax rules and economic climates can change.

  • Investment performance and market returns can change.

  • Your employment, salary and family circumstances can change.

  • Your health, career goals and life aspirations can change.


For the above reasons, and many others, we know how important receiving ongoing financial advice is to make the most of what you have, the opportunity you have in the future and to help ensure you stay on track to achieve your goals.


At Atkins Bland you will be encouraged to use us for an ongoing advice service, as that’s the best way we can help you achieve your financial goals and make the most of the resources you have.


However, while an ongoing service with us is not compulsory, and we try not to nag, it doesn’t take much time to carry out a “financial MOT” and failing to bother can take your plans into the ditch.


We don’t mind acting as roadside recovery if you feel what you have done before using us has not worked too well, but if you are a client we like to stay involved in your journey and help you keep everything on track.

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