Life Planning
At MIT Fiscal we believe in the value that having an effective financial plan can bring to our clients' lives. We believe that these plans should help reduce the stress of dealing with financial matters and create peace of mind that we are working together to help achieve the goals that are important to you, whatever they might be.
It is difficult to put a price on genuine peace of mind and that is what we are aiming for at MIT Fiscal.
We do this by helping our clients to design, test, maintain and regularly review financial plans and to bring these plans to life with the use of technology. This helps clients to envisage what they can achieve through our work together and maybe even achieve things that they felt were slightly out of reach.
Everyone is different so our plans will be bespoke to you and your needs - even if they change.
As we all progress through life our priorities, goals and ambitions are likely to change and that is why having an effective plan that we can adapt is so important. We believe it is so much better to have a plan in the knowledge that it is likely to need ongoing maintenance than to live life without any plan at all.Because having a pension doesn't necessarily mean the same thing as having a retirement plan.
Whilst we are qualified to give advice in many different areas of financial planning our strengths really add value to clients who are accumulating wealth, preparing for, or enjoying retirement. We are very keen to work with a select group of clients because we want to offer a proactive, personalised and professional service that helps achieve their goals and ambitions.
Please feel free to get in touch for an initial discussion to see if we can help you get to where you want to go.
The value of investments can go down as well as up and you may not get back the full amount invested.
The Financial Conduct Authority does not regulate Taxation or Trust advice.