As a result of our hectic lifestyle, we were financially disorganized. We had a number of policies although no cohesive strategy. We didn’t have wills and we knew we would have an issue with inheritance tax (IHT).
The majority of our money was sitting in a deposit account, attracting no interest. We were not making the most of our money and had no clear view of our wider financial position.
We needed a trusted adviser to help us to understand our current position, bring order to our affairs and make the most of our assets as part of long-term plan for future.
We contacted Carrington and arranged to meet with Mike. At the initial meeting, he talked us through their structured financial planning process. We discussed our current situation and what we were trying to achieve.
Using Lifetime Cash Flow analysis we explored different scenarios based on our financial priorities. Mike then put together our financial Life Plan. For The first time, we could visualise the future and impact of our decisions.