What We Do – Financial Planning
Do you have a Financial Plan?
Time to Review your Pension?
If you have worked hard to accumulate savings, you want to make sure it is invested to meet your chosen goals and in line with your attitude towards investment risk.
The strength of our investment advice process is one of the main reasons why clients select Northwood Financial Planning as their Financial Planner and takes the form of 4 very simple steps:
- Ascertain your investment goals
- Research the market to find suitable investments
- Make a recommendation
- Review and update your portfolio on an Annual basis
We work closely with you to establish precise investment goals and timescales before designing a portfolio to meet your needs. Risk management is a very important part of what we do for our clients and we always aim to make your investment journey as smooth as possible.
No adviser can guarantee investment performance over the short term. What we can do is closely align your portfolio with your goals and maximise growth over the long term.