Like life, finance is a journey.
Let us guide you with clear and honest advice.
Like life, finance is a journey.
Let us guide you with clear and honest advice.
Wolds Financial Planning has the expertise and experience to provide clients with clear and honest advice to assist you with your financial goals.
We are proud to have teamed up with a leading, Yorkshire based financial planning network with an established reputation – 2plan Wealth Management.
Wolds Financial Planning Ltd has the expertise and experience to deliver clear and honest advice to help you achieve your financial goals.
We are proud to have teamed up with a leading, Yorkshire based financial planning network with an established reputation – 2plan Wealth Management.
Retirement Planning
Retirement means something different to us all. Let us help you plan for the retirement that you want.
Whether it’s help with modelling your future and planning for later life, assessing your existing pension plans or both, we can help help you on this vital, but exciting journey.
Investment Planning
We all have specific aspirations we wish to strive for in life.
Working alongside the industries leading wealth management companies, we can help you achieve your financial goals, with an investment plan that is bespoke to you.
Personal Protection
You don’t buy life insurance because you are going to die, but because those you love are going to live.
Whether it is looking to protect you or your loved ones against the financial impact of death or serious illness, we can review all of your options to find the most cost effective solutions.
Mortgage Planning
Whether you are looking to finance the home of your dreams or are looking to make an investment in property, we can provide the advice and support you need through what can be an exciting, but stressful period.
Business Protection
Just as we as individuals often need financial protection, the same applies to businesses. Whether it is enabling your company to weather the loss or incapacity of the key people, protecting company debt, or ensuring that the shares of the company can continue after the loss of a shareholding director, we can help.
Estate Planning
The death of a loved one is a difficult, upsetting and stressful time for all of those left behind. Robust estate and succession planning can take away much of the financial worry and uncertainty, leaving those left behind the chance to grieve and come to terms with the loss.
How we map your financial journey
Firstly, we carry out a thorough fact finding exercise with you, so that we have a complete understanding of your financial position as it stands now, along with how that position is likely to change in future. We also really get to know you at this point, to understand your thoughts and preferences towards financial matters, your attitude to taking risks and the goals and aspirations you wish to achieve in life.
The hard part is then to assess how well your current financial planning is meeting your current needs and also how likely it is to meet your financial goals in the future. This is where cashflow modelling comes in. Cashflow modelling involves using powerful software to record an accurate picture of your finances and then forecast potential outcomes based on a range of assumptions. This underpins our advice in most of the areas detailed above and whilst none of us know how our futures will unfold, it is an essential tool to enable us to build a financial plan to help you meet your future goals.
Please watch the video below for a full explanation of what Cashflow Modelling is and how it can help.
Cashflow Planning is not regulated by the Financial Conduct Authority.
Contact
E: graham@woldsfinancialplanning.co.uk
T: 07980 568 407
A: 56 The Mile, Pocklington, York, YO42 2HG