Financial Planning

We all have goals, dreams, ambitions for the future, for ourselves and our families, but how do we achieve them?

Professional Financial Planning is the process which aims to help you realise your ambitions – whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, short, medium and long term.

You will almost certainly have plans of one kind or another – buying a home, starting a family, living abroad, perhaps retiring, but such ambitions have financial implications and you can’t leave it all to chance. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.

There are so many issues to consider when planning one’s financial future, so here are a few thought provoking ‘milestones in life’ to assist you.

Milestones in Life

Birth > start school > university or college > start work > change of job > first home > getting married > starting a family > move house > change of location > redundancy > starting your own business > unexpected windfall > divorce > illness > retirement > death

It is easy to take all this for granted, but it’s a lot to think about when making plans for the future.

Financial Planning could:

  • Help to increase the value of your savings & investments in a tax efficient manner
  • Protect yourself and your dependants’ income in case of unforeseen problems
  • Increase the after-tax legacy you pass on to your beneficiaries.

You can rest assured that we will provide you with expert financial advice plus regular reviews and evaluations of your financial plan.

Call us today for a no obligation chat about planning your financial future.

THE VALUE OF YOUR INVESTMENT CAN GO DOWN AS WELL AS UP AND YOU MAY NOT GET BACK THE FULL AMOUNT INVESTED.

TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.

INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE.

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Police Clubs Financial is a trading name of McAuley Financial Limited, which is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

McAuley Financial Limited is Registered in Northern Ireland under reference: NI601395.

Registered office address: Hill Vellacott, Chamber Of Commerce House, 22 Great Victoria Street, Belfast, BT2 7BA.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers and any company we transact business with on your behalf. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please contact christina@mcauleyfinancial.co.uk for a copy of our Privacy Policy.

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