About UsFind out more about The Investment Coach Limited
Coaching you to make the Best Financial Decisions
We offer a comprehensive service for all your Investment, Retirement Planning, Inheritance Tax and Protection needs.
The services we offer are tailored to you and you will receive a document clearly detailing what benefits you can expect from the service. The three options (which can be “mixed and matched”) are:
- Advice – Ideal for helping you find the best solution in the marketplace.
- Report – Ideal for helping you achieve your financial goals and then being free to enjoy life!
- Financial Coaching – Ideal for proactively managing your finances, using online filing and storage tools and having a feeling of being super-organised. We like to think of it as “bringing order to the financial chaos” and reducing the mountains of paper. A key element is tracking your Total Net Worth Statements.
Here are some important questions:
- Pension Planning
When do you want to retire and how much income will you need?
- Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely?
- Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
- Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?