How often do you get in the car with no idea where you’re going? Do you take random left and right turns and see where you end up?
Perhaps you end up at the bottom of a Munro and despite the low cloud and drizzle, you set off from the car park in the hope of reaching the top?
Both are, of course, somewhat unlikely.
Life in 2023 is busy. Work takes up a lot of time and the line between work and home life can become blurred with home-working now commonplace. Looking after dependants fills the hours that work doesn’t and even when the laptop is shutdown, our phones can be a constant distraction.
It is normal to feel like weeks, months and even years pass by in a flash without having time to take stock.
Therefore, there is huge benefit in jumping off the treadmill for just a few minutes to consider where you are running to. Consider taking half an hour to yourself to think about some important questions:
These questions and so many more can all be answered simply by having a Financial Plan; a map to follow for your financial future.
The value of investments and the income derived from them can fall as well as rise. You may not get back what you invest.
This communication is for general information only and is not intended to be individual advice. It represents our understanding of law and HM Revenue & Customs practice. You are recommended to seek competent professional advice before taking any action.
Tax and Estate Planning Services are not regulated by the Financial Conduct Authority.
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Carbon Financial Partners Limited is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
The Financial Conduct Authority does not regulate some forms of tax advice.
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