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Financial Planning

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What exactly is financial planning?

Financial Planning is about understanding where you are today, where you want to be in the future, and creating a plan to get you there.

MG SHAW UK LTD – What is cashflow planning? from CashCalc

Why should you work with an expert financial adviser?

Our Financial Planning Service helps you make intelligent financial decision and avoid making costly mistakes.

We take the complexity and confusion out of financial planning by offering easy to understand financial advice that takes you step-by-step to achieving your financial and life goals.

Our financial advice is detailed, thorough and has your best interests at the core of it. We are proud to put our name on the advice we give.

How a typical client journey looks:

1.                   Meet & Greet

We will meet with you (at our expense) and take some basic details and set some future goals. We will also discuss the likely costs to you for proceeding. If we cannot provide you with value for money, we won’t take things any further.

2.                   Analysis

We gather hard facts about you such as your income, expenditure, assets & liabilities, and investigate any existing arrangements you may already have.

If there are areas that need action we will make recommendations for improvement.

3.                   Strategy

We will develop and design a bespoke financial plan to your specific needs and goals. We don’t do off-the-shelf or one-size-fits-all financial advice. We will search the entire marketplace for your perfect solution.

4.                   Build

If you decide to proceed with our financial advice, we will deal with all the paperwork and implement your bespoke financial plan.

5.                   Maintenance

Things change: your circumstances, the financial markets, the economy, and tax legislation. It’s of paramount importance that we both regularly update each other.

Don’t just take our word for it:

Reviews and Ratings for Financial adviser Tom Horner, Cleveland

Vouched For

We’re featured on VouchedFor – The UK’s leading customer review site for financial advisers, mortgage advisers, solicitors and accountants. Clicking on the VouchedFor badge (to the left) will bring up our VouchedFor page where you can read our client reviews and see our current user rating.

Initial Financial Consultation

We offer a telephone discussion to explain what it is we do and to obtain information about you that will allow us to establish if we can assist you and indeed that you want our assistance.

To get started all you need to do is find a date and time that works best for you in our diary (book meeting button to the left). Once booked, you will receive an email confirming the meeting.

Are you ready to protect yourself and your family? Book an Initial Consultation.

The value of investments can go down as well as up and you may get back less than the amount invested. The Financial Conduct Authority does not regulate taxation advice.

Contact Us

MG Shaw (UK) Ltd

4 High Street
Stockton on Tees
TS20 1DN

01642 365 111

What Our Clients Say

Reviews and Ratings for Financial adviser Tom Horner, Cleveland
MG Shaw - Your Local, Expert Independent Financial Advisers, for all your investment and protection needs
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