A couple in their mid-30s, John and Susan were expecting their second child. As a young family, they had questions about:
To transform financial confusion into clarity, John & Susan chose the Vintage Financial Planning’s Silver plan.
We helped John and Susan develop a plan to pay down their debt while also saving that family home. In addition, we discussed which protection was important for them and helped prioritise for them too, ensuring it was affordable.
The result? A solid understanding of their financial situation, a clear path towards achieving their goals, and the confidence given that should the worst happen then they would be protected.
With the kids doing well at school, Kate’s return to work and Dan getting promoted to his dream job, a lot was going right. What wasn’t going right – or, at least, what Kate an Dan weren’t sure was going right – was their financial life. Kate and Dan wanted to know about:
To get a handle of their finances, Kate and Dan selected our Gold plan.
We showed them the best ways to set aside money for their chidren’s future. They also gained a clear picture of the potential opportunities and pitfalls of buy to let investing. Finally, Kate and Dan learned which investments and insurance coverages made the most sense for their family.
Now Kate and Dan have a clear picture of their finances and a path to achieving their goals! Since they are not into number crunching and financial analysis, they can now focus on forward financial planning.
Although Martin and Joanna were a way off from their predicted pension age, after years of paying into pensions and not keeping track. They had serious questions about their finances:
Martin and Joanna selected the Vintage Platinum plan to create a roadmap to retirement.
We showed them how much they could spend in retirement based on their spending rate, net worth, asset allocations, and state pension. Martin & Joanna also learned which adjustments to make in their underlying investments and how much they could give to charity and to their grandchidren during their golden years.
Not only that, Martin and Joanna learned that they could retire within the next few years, providing they implemented the financial plan we created for them. This was a truly life changing moment for them as they assumed they could only afford to retire at state pension age.
Ⓒ2020 Vintage Financial Planning. All rights reserved.
Vintage Financial Services Limited is registered in England & Wales no. 05568986. Vintage Financial Services Limited is authorised and regulated by the Financial Conduct Authority no. 440622. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
