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  • Home
  • About Us
  • Services
    • Financial Planning
      • Introduction to Financial Planning
    • Mortgages
      • Introduction To Mortgages
      • Mortgage Repayment
      • 1st Time Buyer
      • Remortgaging
      • Standard Variable Rate
      • Fixed Rate
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Buy to Let
      • Self Build
    • Pensions
      • Introduction to Pensions
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • SSAS
      • SIPP
      • Executive Pension Plan
      • State Pension
      • Annuities
      • Stakeholder
      • Personal
    • Taxation
      • Introduction to Taxation
      • Capital Gains Tax
      • Income Tax
      • Inheritance Tax
    • Savings & Investments
      • Introduction to Savings & Investments
      • Unit Trusts
      • Collectives
      • With-profits
      • Fixed Interest Investments
      • Capital Investment Bonds
      • National Savings Products
      • ISAs
      • Junior ISAs
      • OEICs
      • Investment Trusts
      • Offshore Collectives
    • Life Assurance
      • Introduction to Life Assurance
      • Investment Linked
      • Family Income Benefit
    • Health Insurance
      • Introduction to Health Insurance
      • Private Medical
      • Critical Illness
      • Income Protection
  • Online Services
    • Research Links
    • My Portfolio
  • Testimonials
  • Privacy Notice
  • Contact Us

Give us a call on 01304 832722 or drop us a message

Contact Us Today

Introduction to Financial Planning

We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.

You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option. Careful planning helps to turn your goals into reality and the sooner you start your financial planning the greater your chance of realising them.

There are so many issues to consider when planning a financial future, so we've highlighted some key stages of a financial life to guide you.

The stages of a financial life

  • Lifestyle Priorities
  • House Deposit
  • Home Purchase
  • Marriage/Children
  • Promotion
  • Higher Salary
  • Bigger House
  • School Fees
  • Inheritance
  • Supporting Children
  • Phased Retirement
  • Retire Fully
  • Downsizing
  • Lower Cash Needs
  • Long Term Care
  • Bequests.

It is easy to take all this for granted, but it's a lot to think about when making plans for the future.

Financial Planning Could:

  • Help to increase the value of your savings & investments in a tax efficient manner
  • Protect yourself and your dependants' income in case of unforeseen problems
  • Increase the after-tax legacy you pass on to your beneficiaries.

You can rest assured that we will provide you with the right financial advice plus regular reviews and evaluations of your financial plan.

Call us today for a no obligation chat about planning your financial future.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.

You will almost certainly have goals of one kind or another - buying a home, starting a family, living abroad, perhaps retiring, but these have financial implications and leaving it to chance isn't an option. Careful planning helps to turn your goals into reality and the sooner you start your financial planning the greater your chance of realising them.

There are so many issues to consider when planning a financial future, so we've highlighted some key stages of a financial life to guide you.

The stages of a financial life

  • Lifestyle Priorities
  • House Deposit
  • Home Purchase
  • Marriage/Children
  • Promotion
  • Higher Salary
  • Bigger House
  • School Fees
  • Inheritance
  • Supporting Children
  • Phased Retirement
  • Retire Fully
  • Downsizing
  • Lower Cash Needs
  • Long Term Care
  • Bequests.

It is easy to take all this for granted, but it's a lot to think about when making plans for the future.

Financial Planning Could:

  • Help to increase the value of your savings & investments in a tax efficient manner
  • Protect yourself and your dependants' income in case of unforeseen problems
  • Increase the after-tax legacy you pass on to your beneficiaries.

You can rest assured that we will provide you with the right financial advice plus regular reviews and evaluations of your financial plan.

Call us today for a no obligation chat about planning your financial future.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.

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Registered Office: Lancaster-Hill Investment Management, The Paddocks, Meadow View Road, Shepherdswell, Dover, Kent, CT15 7PL

Lancaster-Hill Investment Management is an appointed representative of 2plan Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority. Lancaster-Hill Investment Management is entered on the FCA register (www.FCA.org.uk) under reference number 181211.

Registered office: The Paddocks, Meadow View Road, Shepherdswell, Dover, Kent, CT15 7PL, United Kingdom

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

Partners: Michael Hillary and Joanne Hillary

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