Peter Cottell is a licensed Financial Planner and is able to offer advice on all aspects of investment planning including:
Income streams and retirement
It is critical to the success of a financial plan to acquire an in-depth understanding of your financial circumstances, income, investments, assets and liabilities. We analyse your short and long-term goals in terms of lifestyle, family considerations, working life and retirement.
We understand that each client approaches their financial future differently. Once we understand your financial position we develop a strategy to assist you in reaching and achieving your goals.
Our service includes documenting your needs, providing structured comprehensive advice and developing and documenting a plan that reviews all your financial needs and our recommendations. We also provide regular newsletters containing current topics. You can view a copy of our Autumn 2018 edition here.
We also provide targeted advice suited for specific financial incidences such as: