Our Planning Services
Our financial planning services are designed to suit many circumstances and budgets. They range from simple shortfall analyses through to holistic plans that are based on lifetime cashflow projections.
Shortfall Planning
These options are designed for those with uncomplicated planning needs. They involve setting financial targets for the future, measuring how far existing arrangements go to meeting the targets and then working out the cost and best way to fill the gap. The most popular of these is our Targeting Retirement report. Here is the complete list of shortfall reports.
Financial Foundations
Targeting Retirement
Contingency Planner
Protection
For more on these Shortfall Analyses, Click Here
The Kingsway Financial Plan
The Kingsway Financial Plan is for those who wish to take a serious look at their current and future finances. The approach incorporates lifetime cashflow analyses which identify where potential strengths and weaknesses might occur in meeting various lifetime financial needs and goals.
For more on the Kingsway Financial Planning, Click Here
Focused Planning
This is primarily tailored for clients who are faced with specific financial choices at a particular moment in time and who do not wish to or need to take a holistic approach. Here is a list of some of the focused planning we have done for clients over the last couple of years or so.
family and mortgage protection
income protection
endowment shortfall options
planning for education fees
setting up a trust fund
capital investment, portfolio construction and management
saving for retirement
dealing with preserved pensions
approaching retirement and options at retirement
maturing a pension policy
income planning in retirement
inheritance tax planning