Putting Your House in Order
Putting Your House in Order
“In order to be truly relaxed about the future, we must ask the questions which start with ‘what happens if…’”
As financial planners, we are privileged to help our clients achieve their goals and dreams. From shaping a retirement to designing an ideal lifestyle, we enjoy rich and detailed conversations to ensure that valuable savings are working hard to provide an investment return.
But the conversation must not stop there because there is much more to Financial Planning than lifestyle and investment returns. In order to be truly relaxed about the future, we must ask the questions which start with “what happens if…”. Answering these quick-fire questions is akin to business planning, it helps you prepare, and what is more, it costs nothing!
As individuals and families, we are all subtly different, but the answers to the “what ifs” are similar and well catered for. From bank accounts on death to accessing essential documents; from Making a Will to completing Lasting Powers of Attorney. So many questions that would have been so easy to ask prior to an event but impossible after.
Pretending that nothing bad can happen can lead to poor decisions. Being pessimistic about everything achieves nothing. Preparing for the worst whilst hoping for the best makes you sensible, well placed and allows you to be an optimist.
At Holland Hahn & Wills Financial Planning we have created an interactive guide to help individuals and families prepare for inevitable eventualities in good time. Knowing that your financial house is in order, and that someone else knows these details is a vital part of financial planning.
To obtain your copy of “Organising Your Financial Affairs” including the 20 essential “what ifs”, email us at enquiry@hhw-uk.com – we’d be happy to send you a copy.
An initial chat is free, with no obligation and could save you a lot of worry.
020 8943 9229 | enquiry@hhw-uk.com
www.hhw-uk.com
This article is for information purposes and should not be treated as advice. Individual circumstances should always be considered prior to purchasing any financial products. Investing involves risk – the value of investments and income from them may fall as well as rise and is not guaranteed.
