Planning with Purpose

Last week our Independent Financial Planner, Nicholas Martin, spoke with the group about the importance of perception and planning with purpose.

It is amazing how much of a difference it can make when you look at a situation with a fresh perspective. Nicholas likes to start with a blank canvas and will question your financial journey so far. By understanding where you are today, he can help you move forwards in the direction you wish to travel. Although he does not necessarily always expect answers, he is not afraid to ask the uncomfortable questions.

It is always important to ensure that you have a plan in place when it comes to achieving your goals, – this is vital when it comes to your finances; otherwise it is very easy to simply carry on doing the same things and not feel like you are progressing. Not only will Nick help you to develop this plan, he will also help ensure that you stick to this as far as possible.

If you would like to have an initial conversation with Nick, you can contact him:
– By mobile: 07812 049 031
– By email: nicholas@smytheandwalter.co.uk

An Engaging Presentation Focused On Financial Planning

This week Nicholas Martin, our Independent Financial Adviser, talked to us about his background, the company he works with, and tested our knowledge on  a range of financial planning areas we should all consider.

Nicholas provides a holistic approach to Financial Planning and can advise on investments, pensions, and all areas of protection. He has recently qualified as a Pension Transfer Specialist and is working towards becoming a Chartered Financial Planner.

Nicholas offers an initial consultation free of charge, and focuses on ensuring that he adds value to his clients. To contact Nicholas directly, please call 07812 049031 or email nicholas@smytheandwalter.co.uk

A Financial Healthcheck for the New Year

To kick off 2017 Nicholas, our Independent Financial Adviser, discussed the importance of regularly reviewing your finances.

In addition to reminding yourself of your short- and medium-term goals it is important to regularly check that any steps that you have made towards these are still relevant and appropriate for your needs today. Nicholas focused our attention by asking a few key questions:

  • How would a period of ill-health affect you/your family?
  • Are you taking an appropriate level of risk with your investments?
  • How competitive is your current mortgage arrangement?
  • How much will you need/want to live on when you stop working? Are you on track to achieve this?

Nicholas offers an initial consultation free of charge, and focuses on ensuring that he adds value to his clients. To contact Nicholas directly, please call 07812 049031 or email nicholas@pentagonp.co.uk

Independent Financial Adviser

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This week Nicholas Martin, our Independent Financial Adviser, talked to us about his background, the company he works with, and gave a brief overview of a “typical client experience”.

Nicholas provides a holistic approach to Financial Planning and can advise on investments, pensions, all areas of protection, and both residential & buy-to-let mortgages. Last month Nicholas was listed in the Sunday Times as one of Vouchedfor’s Top 250 Mortgage Advisers as a result of reviews left by his clients.

Nicholas offers an initial consultation free of charge, and focuses on ensuring that he adds value to his clients. To contact Nicholas directly, please call 07812 049031 or email nicholas@pentagonp.co.uk

Nicholas Martin DipPFS

Independent Financial Adviser

 

Smythe & Walter
Chartered Financial Planners

Brogdale Farm
Faversham
ME13 8XZ

 07812 049 031

 nicholas@smytheandwalter.co.uk

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Covering Whitstable, Faversham and beyond, Nicholas is a well-qualified and personable IFA who offers friendly and personalised advice tailored to suit your needs, whatever your level of wealth or stage of life.

Nicholas is proud to represent Smythe & Walter Chartered Financial Planners, who provide Independent Financial Advice to clients across the South East.

We specialise in holistic financial planning and can assist with:

Pension planning
Savings and investments
All areas of protection, including Life Insurance and Critical Illness