The value of pensions and investments can fall as well as rise, you may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Financial decisions have arguably the biggest impact on our lives after our general state of health and wellbeing. We believe these matters are interconnected, in that setting financial goals can help to achieve a level of freedom.
How people approach their financial goals and objectives can be both emotional, which makes it hard to achieve clarity – and time consuming. We begin by listening to and understanding what motivates each person we meet with. We then conceptualise this into a personal financial plan, which is reviewed and quantified on a regular basis.
MoneyBox Wealth helps people at all stages of their financial planning journey; from mortgages and protection through to investment solutions and pension planning.
“Time is a currency you can only spend once, so be careful how you spend It.” ― Harmon Okinyo