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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.
THE VALUE OF PENSIONS AND INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE SOME FORMS OF TAX PLANNING INCLUDING INHERITANCE TAX PLANNING.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Other Areas of Expertise
Wealth Management
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
... Read moreTaxation
Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser
... Read moreSavings & Investments
When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.
... Read more
Pensions
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance
... Read moreMortgages
Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs
... Read moreLife Assurance
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.
... Read more
Health Insurance
Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.
... Read more
London Stock Exchange
Value | Move | % |
FTSE 100 | ||
8345.25 | 9.44 | 0.113 |
FTSE 250 | ||
21038.01 | 32.859 | 0.156 |
FTSE 350 | ||
4605 | 5.4 | 0.117 |
FTSE All Shares | ||
4560.1 | 5.16 | 0.113 |
Dow Jones | ||
45014.04 | 308.508 | 0.69 |
Nasdaq | ||
19735.115 | 254.205 | 1.305 |
Stock Market data is sourced from Yahoo Finance Market Data and is refreshed every 15 minutes.
Information is not realtime.
Currencies
Value | Move | % |
0 | ||
1.209 | 0.001 | 0.055 |
GBP/NOK | ||
14.058 | 0.01 | 0.07 |
0 | ||
13.9 | 0.021 | 0.153 |
GBP/USD | ||
1.273 | 0.002 | 0.187 |
Currency Market data is sourced from Yahoo Finance Market Data and is refreshed every 15 minutes.
Information is not realtime.
Biggest Movers
Value | Move | % |
SEGRO | ||
795.6 | +52.4 | +7.05 |
easyJet | ||
477.8 | -18.1 | -3.65 |
Stock Market data is sourced from Yahoo Finance Market Data and is refreshed every 15 minutes.
Information is not realtime.
About Us
Based in Melton Mowbray, Mill Lane Asset Management is a trading style of Active Financial Partners Limited, which is part of the Harwood Wealth Management Group Ltd. The Group is based in Waterlooville, Hampshire and currently has more than 80 financial advisers who through regional offices provide financial planning and wealth management advice to retail investment clients, as well as...
Read MoreMelton Mowbray Office
Mill Lane Asset Management
20 Norman Way
Melton Mowbray
Leicestershire
LE13 1JE
Phone : 01664 483124
Email : Enquiries@MillLane.com
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Mill Lane Asset Management is a trading style of Active Financial Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England No.04266233 ---- Registered & Head Office: 5 Lancer House, Hussar Court, Westside View, Waterlooville, Hampshire PO7 7SE.
Active Financial Partners Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 301860.