Toft Financial

Carrying out regular reviews of your financial arrangements is an essential part of financial planning. Without it, it is difficult to know where you stand in relation to retirement income, savings and investment returns, estate planning etc. For many people, their pension is likely to be their most valuable financial asset in their lifetime. Pensions have been subject to a number of changes in the last few years which could affect both individual and occupational pensions.

We have developed a process which helps our clients to identify and meet their financial planning objectives and enables us to monitor their progress to ensure that they remain on track. We will clearly explain the services to be provided and will define your and our responsibilities within the relationship. We will explain how and when the firm will be paid and agree how long the relationship should last.

We will ask for information about your financial situation and any existing plans you have and will discuss your needs and goals and your ideal timescales to achieve them.