Financial Planning

You can rest assured when you have a clear plan for the future…

Financial Planning looks to help you fulfil your financial potential by helping you understand what you have, what you want to achieve and then setting out a plan to help you not only provide for your needs but achieve your wants in life, ensuring that your investments are structured tax efficiently.

Simply put, our financial planners offer a road map to get you from A to B, from where you are now to where you want to be in the future, in an efficient manner and one that is right for you. They are backed up by an experienced support team.

In terms of specific areas of advice, whilst no two plans will be the same, most will comprise some or all of the following…

  • Consolidating your Wealth
  • Retirement & Pension Planning
  • Investment Planning
  • Tax & Estate Planning
  • Protection
  • Cashflow Modelling

In terms of specific products that we advise on, this includes pensions, ISAs, investment accounts, investment bonds, tax-advantaged products (eg. VCTs, EISs, Business Relief investments), trust investments, and personal protection policies (eg. life insurance, income protection, etc.).

Effective tax planning is not just about saving money today, it’s also about planning for tomorrow. Thus, making use of the various allowances and tax vehicles is a key driver. A comprehensive financial strategy may call upon pensions, ISA’s, taxable investments, offshore bonds and other vehicles to ensure you can structure your capital in as tax efficient a way as possible.

Cashflow modelling provides a visual projection of your future financial position so you can easily see any shortfalls and helps to make accurate and informed financial decisions going forward. Many cashflow models allow you to simulate how your financial situation could potentially change, on the back of a stock market correction, for example.

How It Works

Initial Call

Initial Call

A quick call to establish if we’re the right partner for you and which adviser is best placed to help meet your needs…

Initial Call

Initial Call

A quick call to establish if we’re the right partner for you and which adviser is best placed to help meet your needs…

Discovery Meeting

Discovery Meeting

Your adviser will spend time getting to know what really matters to you, determine your financial goals & aspirations and understand any concerns you may have too…

Discovery Meeting

Discovery Meeting

Your adviser will spend time getting to know what really matters to you, determine your financial goals & aspirations and understand any concerns you may have too…

Proposal

Proposal

Provide a financial overview & a recommendation report outlining the key parameters to achieve all your goals…

Proposal

Proposal

Provide a financial overview & a recommendation report outlining the key parameters to achieve all your goals…

Action Plan

Action Plan

Plan the work, work the plan. The beginning of a long-term relationship that will naturally evolve over time…

Action Plan

Action Plan

Plan the work, work the plan. The beginning of a long-term relationship that will naturally evolve over time…

Meet our financial Planning Team

 
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Past performance is not necessarily a guide to future performance. The value of investments and the income from them may fall as well as rise and be affected by changes in exchange rates, and you may not get back the amount of your original investment. Any performance information presented relates to the past. Past performance is not a reliable indicator of future returns. ​Forecasts are not reliable indicators of future returns. No information contained within this website should be construed as advice.

Blackadders Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (FCA). Registered Address: 10 Euclid Crescent, Dundee, DD1 1AG. Registered in Scotland, No. SO305466. FCA Firm Reference Number 738512.

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