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T : 01908 260033

E : info@ascfinancialsolutions.co.uk

 

Life Stages

Financial planning advice from ASC Financial Solutions – Milton Keynes, Buckinghamshire.

Financial planning for every stage in life

No matter what stage you have reached in life, sound financial planning is very important. Financial planning is all about lifestyle. It’s about protecting the lifestyle you currently enjoy, for yourself and your loved ones and it’s also about planning for the lifestyle you want to enjoy in the future. However, as you progress in life, the focus of your financial planning changes as your circumstances change. That is why you need to review your financial plan regularly to ensure that it still suits your needs.

ASC Financial Solutions offers what we believe is a unique proposition for clients that opt for our Life Stages proposition.

On a annual basis, we recommend a detailed discussion which includes a questionnaire to help ascertain your financial goals and life objectives.

From this we shall agree your priorities and a potential route map for this to be achieved.

If you are saving for a special occasion, this can be factored in and an indication of the amount that needs to be regularly saved in order to achieve this.

Perhaps you wish to retire early or ensure your children can go to university or maybe to buy a holiday home or semi-retire to the countryside. You might wish to discuss transferring your wealth to the next generation, whatever your plans; we aim to help you achieve what is important to you.

This service is available for young people just starting out in life to retired individuals looking to organise their affairs in a particular manner.

Request an appointment with a Financial Adviser in Buckinghamshire, Bedfordshire or Hertfordshire.

Alternatively, to discuss your circumstances with a qualified adviser now, please contact us today on 01908 260033 or request a call back using the form opposite.

Call Back Request

Please complete the call back enquiry form below and we will be very happy to call you back and make an appointment to come and see you.








Client Feedback

ASC Financial Solutions have always been absolutely first class in their advice to us. The firm takes a positive role with our investments, giving guidance, advice and ideas rather than just reporting results.

Mr and Mrs E