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The importance of Financial Planning

Whether you are about to retire or simply looking to get your finances in order, financial planning can help you. Put simply, financial planning looks at what you want out of life and how you can achieve it.

Our Independent Financial Advisers can give you advice to help you to look at all aspects of your lifestyle, goals and requirements and develop a strategy suitable for you. They will create a comprehensive financial plan for you and help you achieve your goals and dreams.

What is Financial Planning?

Financial planning might sound like something for the wealthy, but in reality it is something we should all be doing (no matter what our current financial position is), if we are to make the most of our lives.

Our financial planning advice helps you to work out what is most important to you in life – in other words your goals. Then, using our independent financial planning services you can work out how to get where you want to be in life by planning your finances accordingly.

By matching your finances to your goals you will be able to understand where you are going and have much more control of your finances.

You can start the process yourself and by taking some simple steps, you can begin to take control of your finances rather than letting them control you. This website will give you some help on how to do this.

About our Independent Financial Advisers (IFAs)

Given the importance of financial planning all of our independent financial advisers are qualified members of the Personal Finance Society. We run a programme of continuing professional development that includes the highest standards of testing and exams.

Please feel free to ask our IFAs for information on their qualifications at any time. Or contact us now on 0800 107 0190 to find out more about the financial planning process, our, expert team and the qualifications they hold.

Ecclesiastical Insurance Group plc (EIG) Reg No 1718196. Ecclesiastical Insurance Office plc (EIO) Reg No 24869. Ecclesiastical Life Ltd (ELL) Reg No 243111. Ecclesiastical Financial Advisory Services Ltd (EFAS) Reg No 2046087. Ecclesiastical Underwriting Management Ltd (EUML) Reg No 2368571. E.I.O. Trustees Ltd Reg No 941199. EdenTree Investment Management Ltd (EIM) Reg No 2519319. All companies are registered in England at Beaufort House, Brunswick Road, Gloucester GL1 1JZ. EIO and ELL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 113848 (EIO) and 110318 (ELL). EFAS and EIM are authorised and regulated by the Financial Conduct Authority. Firm Reference Number 126123 (EFAS) and 527473 (EIM). EUML is an appointed representative of EIO who is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Firm Reference Number 402228.