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Lockdown Diaries – Where did the first half of the year go?

14th July 2020

10.7.2020

I won’t bore you with a week by week account of events for the last 15 weeks since the commencement of lockdown back on 23rd March other than to say my PopMaster prowess has not really improved with Mrs Hill having taken victory on 75 occasions out of a possible 76!

However, I have had time to reflect on the work my colleagues and I undertake on behalf of our clients with a view to providing confidence in your financial future. This possibly can be best illustrated in the “Advice Tree”:

Advice tree

You will see I have broken down our work into three branches, with several individual elements on each branch:

  • Confidence
  • Your Goals
  • Your Money

In this post, I would like to concentrate on the “Confidence” branch and will pick up the Goals and Money branches in future articles.

Our experience – in the team we have many years of experience in dealing with the ups and downs of financial life. By way of example, we can help with a business sale, planning a legacy or receiving an inheritance. It is always good to be able to talk to someone who has been through it before- that’s what we are here for.

Achieving your goals – we can help you work out and achieve your financial goals in a relaxed but structured way; We will help you to understand risks and opportunities, to build a clear plan for your future. Really, our job is to give you confidence in the future.

Making the complex simple – The simpler we can make your plan the more likely you are able to stick to it. We also help to reduce your paperwork making sure you keep the important documents and destroy the spam!

Building trust in your financial future – we can often spot opportunities and by fully understanding your goals we can alert you to opportunities. We are your eyes and ears in the ever-changing world of tax and legal aspects of financial life. Our aim is to keep you on track over the months and years ahead. We achieve this by being available to you at any time throughout the course of the year and more formally at our Annual Planning Meetings.

I hope you find the “Advice Tree” helpful and informative. Your dedicated Financial Planner can always elaborate on any of the elements contained within the Advice Tree.

I’m off to catch up with the highlights of the first day’s play at the test match. Yes, cricket is back and so is the rain!

I hope you and your family continue to stay safe.

Peter Hill
Director
Peter Hill

CII

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