Financial planning for business owners & entrepreneurs
Financial Planning is all about planning the future you deserve, for you, your business and your family
Mr & Mrs B - North Somerset
How has Quinn McCarthy helped you?
“He simply put our minds at rest, by being empathetic to our needs and our financial position, he really understood us”
Financial Planning/Advisory Services
It’s never too late to start planning for your financial future. Whether you’re starting out, mid-career or nearing retirement, it’s important to have a plan in place to make sure you can live comfortably and without worry.
"I am really happy with the advice provided as well as the ongoing support. ”
Mr K - Bristol
Mr B - Weston-super-Mare
Our methodology
Our methodology is simple, we need to work hand in hand, so that we really understand you and your goals, as well as your dreams and aspirations, so that we can dechipher what is important to you and your family.
This can materialise overtime, but we have to be on the same page to start with. We can then devise a plan together that we can follow and tweak if neccessary, or as your circumstances change, which they inevitably will.
Think of us as your personal trainer for your investments.
We work together to come up with a plan, and we spend the next few decades using this as your financial compass to help keep you on track.
Of course we cannot predict the future, and there may be times where we need to make changes, but we do this together, so that we remain joined-up over the long-term.
We work together to ensure you don’t take any wrong turns, or become distracted by the next shiny thing. We use comprehensive and historic cashflow modelling software to help bring your plan to life, and to provide you with a picture of what the future might look like.
Our overiding aim is to help provide you with complete peace of mind, so that you can enjoy the things you want to do with the time you have left.
Afer all, life is not a rehearsal!
Financial Investments
At Sandford House Financial Planning, we believe that all clients should have personalized, face-to-face advice that is specifically tailored to their individual financial situation and tax status.
We understand that every financial journey is unique, which is why our investment panel includes major providers as well as Openwork’s own investment company; enabling us to ensure that clients have access to a wide portfolio of financial opportunities. We aim to make financial planning accessible to clients of all ages, helping them make informed decisions with their money.
The value of investments and any income from them can fall as well as rise, and you may not get back the original amount you invested.
Mrs B Weston-super-Mare
Mr P - Weston-super-Mare
Estate Preservation
We have adopted a full-service approach to help our clients minimize their Inheritance Tax liability. Through the development and use of well-structured trusts, we enable them to receive tailored solutions that best fits their situation.
By partnering with trusted local solicitors, we are able to provide unparalleled advice for comprehensive individual support.
Please Note: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Financial Protection
Our financial planning services provide clients with peace of mind when deciding the most suitable financial protection for their mortgage, family or business. In addition to this, our panel of leading providers can offer value-for-money General Insurance cover advice and guidance. As a team, we are experienced in financial planning as well as retirement and pensions, allowing us to tailor insurance packages to suit our clients’ individual needs.
Our professional service is based on trust, ensuring that our clients receive the best available advice no matter their financial circumstances.
Pensions, Savings and Retirement
Our financial planning services are designed to help you make the best decisions when it comes to retirement and pension planning. By offering a wide range of highly regarded pensions and retirement options, we can offer trusted advice on how best to save for retirement.
Whether you are seeking to take advantage of the current financial climate or reinvest in your future financial security, our advice is tailored to meet your needs, so you get the most out of your financial investments.
The value of investments and any income from them can fall as well as rise, and you may not get back the original amount you invested.
Financial Planning for Later-life
No one enjoys thinking about their own mortality, but it’s important to have a plan in place for what will happen to your finances after you’re gone. Making sure your loved ones are taken care of financially is one of the most important things you can do for them.
Here are some things to think about as you develop your later-life financial plan.
Create a Will or Trust
One of the most important things you can do for your family is to create a will or trust that outlines how you want your assets to be distributed after you die. This will ensure that your wishes are carried out and that your family doesn’t have to go through the stressful and expensive process of probate court. You can also use a will or trust to designate a guardian for minor children.
We have partnered with Hannah Wright, Will Writer at Avon and Somerset Family Law.
Click here to visit the Avon and Somerset Family Law website
Please Note: Will writing is not part of The Openwork Partnership offering and is offered in our own right. The Openwork Partnership accepts no responsibility for this aspect of our business. Will writing is not regulated by the Financial Conduct Authority.
Do You Need Long-Term Care Insurance?
Another important consideration is whether you need long-term care insurance. This type of insurance covers the cost of care if you become unable to care for yourself due to an illness or injury. Long-term care insurance can be expensive, but it may be worth the peace of mind of knowing that your loved ones won’t be financially burdened if you need extended care.
Name Beneficiaries on Your Accounts
Naming beneficiaries on your accounts is an easy way to make sure your assets go where you want them to after you die. You can name primary and secondary beneficiaries on most financial accounts, so you can designate who should receive the money if something happens to you.
Sandford House Financial Planning
Sandford House Financial Planning is the financial planning and advisory firm helping business owners and entrepreneurs in and around Bristol, UK to make well-informed financial decisions.
Our financial planning services include investments, retirement planning, pensions, estate planning and investment portfolio management. We are local financial experts providing unique financial advice tailored to meet your individual circumstances and needs.
At Sandford House Financial Planning, we are committed to helping individuals and families reach their financial goals at every stage of life. Our experienced financial planners will create a comprehensive financial plan designed around your objectives so that you can make the most of your financial resources.
Whether you’re just starting out or already retired, we are here to provide quality services for all aspects of your financial needs. We prioritize service excellence and client satisfaction by delivering intelligent solutions to help pursue your financial goals in an ever-changing world with confidence.
Contact Sandford House Financial today to get professional guidance in making the right financial decisions now and for your future.
