Planning for the Future

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Planning for the Future

In this world nothing can be said to be certain except death and taxes.

Given his multifaceted career, Benjamin Franklin’s words come as little surprise, nor is it surprising that some 250 years later his words still ring true. In the intervening period the world has moved through many phases, the latest of which moves us firmly away from the idea of a job for life and into a time in which portfolio careers are seen more as the norm.

Whilst this changing pattern of life brings tremendous opportunity, it also strengthens the importance of not only planning for the future but also ensuring that investments are regularly reviewed to take account of changing circumstances and expectations. So, in a changing world, best investment advice remains to make decisions now based on current circumstances and expectations and to review those decisions as required.

When you are making your investment decisions there are plenty of options available. From children’s ISAs through to pensions via a range of investment opportunities, investors are spoilt for choice. At Beckworth we understand the way in which the pattern of life can change and are pleased to offer investment advice to individuals at every stage of their life journey. For example, one of our advisers moved from the forces into an investment advice career. We are therefore pleased to be able to offer advice to existing and retired service personnel and their families alongside a 20% discount off any fees that we would normally charge, on production of a British Forces Discount Card.

If you’re looking to create an investment portfolio, or if your situation has changed and you may therefore need to review your existing portfolio, contact Beckworth by using one of the links on our website.



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