Lifestyle Financial Planning
At Nevett and Taylor we pride our selves on being more than your financial adviser, we want to be your financial partner. Our aim is to understand what your lifetime financial plan is and where you and your family want to be in 5, 10, 20 years time and beyond. Do you have specific goals in mind, such as funding private education and college fees, paying off a mortgage, buying a second home or early retirement?
Once we understand where you want to be, by highlighting your tangible financial and lifestyle objectives we can help you assess your current financial situation. Using cash flow forecasts we can then show how you can achieve your goals. We will be very honest with you about your money; in fact we will tell you the “Truth” about money. This process has, at its core, your own detailed cash-flow plan, using our Truth software.
We enjoy dealing with clients who:
- Want to be financially better organised
- Wish to minimise tax liabilities
- Want to manage their financial risk better
- Wish to avoid running out of money
- Wish to maintain your desired lifestyle both now and in the future
- Know there is a better way to plan their finances
Established in 1974, Nevett and Taylor have the track record, expertise and technology to give you the highest standard of financial planning service. We will guide you through the myriad of financial products and because we are independent, we can give you an objective assessment of the most suitable financial vehicle for you. By creating a partnership with our clients, we can also refer you to our network of experts in legal matters, tax and estate planning, occupational pensions and general insurance.
