CFP

Create Financial Planning Ltd

What is Financial Planning?

‘Financial planning is a professional service for individuals, their families, and businesses, who need objective assistance in organising their financial affairs to achieve their financial and lifestyle objectives more readily.’

How do we help you Create a sound financial plan?

There are six essential steps

Step 1

Establish your goals in life – short, medium and long term

Step 2

Work out what assets and liabilities you have – write them down

Step 3

Evaluate your current financial position – how close are you to achieving your goals?

Step 4

Develop your plan – create a “route map” for achieving your different goals

Step 5

Implement your plan – make the changes and make it happen

Step 6

Monitor and review your plan at least yearly and make adjustments when needed

Contact us for an initial, fee free discussion

Telephone: 01633 7499

Email: contact@createfinancialplanning.co.uk

Create Financial Planning Ltd

The Estates Office

25-26 Gold Tops

Newport

NP20 4PG

‘CFP’ is a trading style of Create Financial Planning Ltd; registered in England and Wales, Company registration 06881637.