Goals-based investing is an approach that aims to help people meet their personal and lifestyle goals, whatever they may be. If you do not know where you are going, how will you know when you get there? This is very true about financial goals.
You need to set financial goals to help you make wise financial decisions, and also as a reward for your efforts. Goals should be clear, concise, detailed and written down. Unwritten goals are just wishes.
1st Financial Foundations, Independent Financial Advisers Celebrates its 20th Anniversary in Milton Keynes
Located in Milton Keynes, Furzton Business Park. Yash Tosar our Founding Director had a vision to establish his own company after many years working in the industry as an Independent Financial Adviser. He started his career at Allied Dunbar over 30 years ago before joining partnership with the late Mike Miles and forming Accalon Associates. In the late 90’s Yash took over a franchise in Milton Keynes that was then known by The Millfield Partnership and in 2001 rebranded with a new team in place as 1st Financial Foundations.
It’s all about the planning, now and in the future
The government has confirmed that it plans to increase the minimum pension age at which benefits under registered pension schemes can generally be accessed, without a tax penalty, from age 55 to age 57 commencing 6 April 2028.
Investing in a wide range of different tax-efficient investments
Individual Savings Accounts (ISAs) can be used to hold stocks and shares or cash, or any combination of these, up to the current annual limit. An ISA is a tax-efficient ‘wrapper’ that can be used to help save you tax.