The purpose of professional financial planning and advice is to help you to create a more prosperous, secure and happy future for you and your family. At Amber River, we call this process Life Landscaping®.
It’s a simple premise, but it can be a complex process. It’s complex because it’s unique to you and therefore requires a trusted relationship, developed over time, between financial planner and client.
It starts with a visualisation of the future you’re dreaming of, mapped out over time through listening and probing to define your current financial position and circumstances. Only then can a financial planner start to formulate the bespoke financial life plan that will help you to achieve the goals you have for yourself and your family – now and in the future.
Life’s landscape is different for each of us. To work truly independently for you, your financial planner will be at your side over the long-term, acting as guide, mentor and friend, at each major milestone you pass.
Get in touch
To speak to one of our team, arrange an appointment or find out more, call 0800 915 0000, or alternatively use our contact form to contact a financial planner.
Disclaimer:
The information within this article was correct at the time of publishing, but laws and tax rules are subject to change. Your circumstances and where you live in the UK also have an impact on tax treatment.
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