Investments do rise and do fall in value and we strongly advise that professional advice is taken before investing your money
Probably the most important number in your life is likely to be the number that you need to live the life that you want from now until you die. Reflected within this number are all the memories and experiences that you and your family can share by living the life that you dream of. Don’t forget, you only get one shot so when you leave this life, you want to do so with no regrets, knowing that you did it!
Helping you to understand and quantify this number is not easy, it takes considerable effort from the adviser and client, but by working together, we can work out your number based on the life that you want to live.
Another word for the number is money, there are some people who see living on x as a worthwhile challenge, yet others want to know how much money do I need to live the life that I want, and this is where we as advisers can help you see the big picture.
You may be one of three groups of people;
There are those who will never have enough money and therefore need to plan their working life so that they can achieve a work life balance between working and play
2.There are those who have enough but do not realise it yet and could start living their dream retirement tomorrow
3.And the luckiest of them all are those that have too much money and just need the reassurance by showing them so they have the ‘permission’ to get on and spend so they can realise more of their dreams.
If you are serious about your future then you and I need to talk.
Understanding where you are today and where you want to get to is more important than buying products.
Steven is a Fellow of the Personal Finance Society, whom is passionate about investing and getting the most from your money.
Steven Mufti & Associates Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register Number 607613.
Registered in England & Wales, Company number 8664240.
Registered Office address: 27 Armitage Court, Ascot, Berkshire, SL5 9TA.
Telephone: 01344 623811 Email: firstname.lastname@example.org
The guidance and or advice contained within this website is subject to the UK regulatory regime
and is therefore primarily targeted to customers in the UK.
The FCA does not regulate taxation advice. The value of your investments may fall as well as rise.
Financial Conduct Authority register: https://register.fca.org.uk/ShPo_FirmDetailsPage?id=001b000000NMlk7AAD