As we live longer, planning for 100-year lifetimes could become crucial in helping to secure financial wellbeing in a world worth living in.
At Saxton Financial Planning, we recognise that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals.
To understand these goals and help provide peace of mind throughout your life we work with you in three phases:
PLAN: A clear plan is key in helping you meet your longer-term goals e.g. a comfortable retirement.
DESIGN: Designing an investment portfolio that considers your time horizon, your attitude to risk and your capacity for risk.
REVIEW: Helping you stay on track to reaching your goals through changing market and personal conditions.
Craig has always given me sound and trustworthy advice, he is always very helpful and I wouldn’t hesitate to recommend him to anyone. Along side this, he is a very friendly and easy gentleman to talk to.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.