6 Life Goals – Why it’s important to review your finances

No matter what stage you are in your life, it is important to check that you are on track with your goals.

How can your adviser help?


You could be looking to buy a house in the near future, so you need to know what deposit amount you will need for your dream home, and also check the affordability of your mortgage payments are realistic. Our mortgage adviser will run an affordability check and generate a decision in principle to illustrate how much you could borrow based on the income and expenditure details you provide. Therefore you will have a clear idea of the property value that would be within your budget. You will also know that your lifestyle and income will accommodate your mortgage payments.

Protection and health insurance

You need to be safe in the knowledge that your family would be cared for should the unthinkable happen to you. We take into consideration outstanding debts such are mortgages, loans, education fees, and your family’s lifestyle, and how you would ensure all of these things would be covered. We also have a large selection of providers that we explore, to ensure your premium payments for your cover are affordable and being mindful of your current lifestyle.

There is a special holiday, life event or dream you want to fulfil. Having a savings plan in place will help you achieve your goals. Our advisers are passionate about helping you achieve what is important to you.


You may have a lump sum of money or surplus income that you could invest that would help you achieve long term goals and help supplement your retirement plans. As part of your financial planning review we can carry out cash flow forecasting to get a better understanding of how to maintain your desired lifestyle and achieve your goals.

Retirement Planning

It is never too early to start thinking about what kind of lifestyle you would like when you retire, and indeed what your ideal retirement age would be. You may have several pension pots from several employers in your career that could better serve you should they be consolidated.


We know that your family and your values are so important to you. Your adviser would have a respectful and personal conversation with you around the legacy you would like to leave. Be that having a lump sum that would go towards your grandchild’s wedding or education. We have a selection of providers we use to set up bonds and trusts, the rules around these will be completely guided by you.

These are just some of the aspects your adviser will cover in your financial health check.

Personalised service tailored to you – In order to help you set your longer term objectives and help you achieve them, you adviser will get to know you and what is important to you (your family, your lifestyle your dreams).

We understand that in these uncertain times it is hard to focus on your future and find the motivation to make future plans. Our dedicated advisers and team can help you.

The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.

Contact us for a financial review

Email us at info@tattonfp.co.uk
We can also be found on social media platforms – Twitter, Facebook and Linked in

Our advisers are happy to talk to you over the telephone, email, and are also equipped with video conferencing tools.

Cost – Initial consultation is free of charge, and your adviser will agree a suitable pricing structure based on your individual recommendations.

The Financial Conduct Authority does not regulate Trust or Inheritance Tax Planning.