Lamb & Associates Independent Financial Planning Ltd

01661 860438           enquiries@lambandassociates.co.uk

Unit 1 Meadowfield Court, Ponteland, Newcastle-upon-Tyne NE20 9SD

Lamb and Associates Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 782092. Financial Services Register number 624597.

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FROM ROI TO ROL : Return on Investment to Return on Life

December 10, 2018

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Why Is It Important to Create a Financial Plan?

August 1, 2018

 

Many people do not think ahead when it comes to financial planning and tend to live in the moment. If you have a substantial amount of money at your disposal, then financial planning may not seem a necessary requirement, but for a lot of people that is not the case.

 

A few questions you could ask yourself is, do you have enough money saved in the instance of an emergency? Can you sustain the lifestyle you are living? Do you have enough money to be able to fulfil all your ambitions in the future?

 

 

We will send you a short exercise to complete every week during the summer holidays to see if you can answer yes to the questions provided.

 

Call us today for yourself or refer someone you know and we can send you our financial lifestyle planning questionnaire. 

Call us today on 01661 860437 or email us at enquiries@lambandassociates.co.uk

 

#LambAndAssociates #CreateYourFuture #IFA 

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