Temple Piper Financial Planning

As a financial adviser, collating all of your current circumstances when we meet you is essential to recommending a course of action. Similar to a mechanic, they need to ‘get under the bonnet’ to see what the situation is 🚗🚘⚙️👨‍🔧

Expenditure is one of these areas. It’s not about judging that you eat out 2 times a week or have 19 subscription services, it’s about:-

🟣 Seeing where you are now …
⚪️ Discussing where you want to be …
🔵 Then collaborating and designing a strategy of how to get you there ✈️🛫

Naturally having a clear understanding and control of your budgeting helps in navigating to your objective.

One of the most pleasing aspects of the role. 🟣⚪️🔵✔️🥳🥂🍾

⚪️🟣🔵Finances can be complex! Especially in the modern day. When discussing your personal situation we don’t want to bombard you with information that will be difficult to retain. Instead we prefer to work together at your pace in designing and delivering a plan and we then tailor our communication style to suit you. Some like graphs, comprehensive analysis and detail, some like a simpler approach. Either way we try to accommodate and know it is not a one size fits all approach! 📈📉📊⚪️🟣🔵

⚪️🟣🔵Following the budget in November, we can now all reflect and take a breath. This was the 2nd Autumn budget delivered by Rachel Reeve’s and again the rumours circulated around a potential reduction to the % of pension tax free cash being available.

The communication was non existent from number 10 in the lead up to the budget on this topic which lead to billions being drawn in irreversible pension transactions out of panic. No action is the best action in this scenario and an adviser/Michael will do the best they can to look past the budget, focusing and adapting your long term strategy using facts, rather than rumour, to look after your best interests.
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