Investment & Risk
When planning an investment strategy, a client’s objective is of utmost importance in the advice we give.
Care Fees planning is a very good case in point – in this scenario many will be eating into the value of their capital at a significant rate and making their capital last as long as possible will be the key goal. This is very different goal from someone just setting out in life and saving for retirement, and the investment approach needs to reflect that.
At Shaw Gibbs Financial Planning we have lots of experience helping people in this scenario and are well equipped to steer your through the pitfalls.