Financial planning that helps you see the wood for the trees

Good financial planning provides clarity. That clarity should give you options to do the things that you want to do. We all know that everybody wants something slightly different, but for some people, what they want is something very different indeed.

For one of our clients that meant living the dream by purchasing a piece of woodland. Not your usual lifestyle choice, but certainly an interesting one! They were confident in making that life decision because we helped them develop a clear view of their finances and the options that came along with that. They were able, quite literally, to see the wood for the trees!

It’s a great example of the philosophy we bring to our work at 1st Chartered: it’s not all about how much you have, it’s about what you do with it. We focus on lifestyle financial planning; pushing you towards your goals rather than pushing financial products on you. We understand that your finances are the vehicle to take you on the journey you want to take, they are not the end goal in themselves.

While owning a piece of woodland may not be the exact lifestyle that you envision for yourself, it goes to show that when you start with an understanding of your goals you can build a plan to reach them. The process is relatively straightforward: establish your goals, understand your assets and liabilities and by doing so analyse and evaluate your financial status. At that point a plan can be made and with smart implementation and ongoing monitoring, allowing for any necessary adjustments along the way, the path to your goals becomes clearly visible. 

Whatever your dreams for your future, whether they include buying a piece of woodland, building an estate for future generations or simply being able to take a summer holiday, we are here to help you achieve them.