Independent Financial Advisor in Chorley

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Exciting new development at Anne Wray Independent Financial Advisor in Chorley..............

ALTERNATIVE FINANCIAL ADVICE

We are Alternative Financial Advisers - "we believe in telling clients the REAL truth about money"

We do the opposite to most financial advisers. We go the extra mile to help clients to achieve the security and financial independence they deserve. Our objective is to ensure that clients achieve and maintain their desired lifestyle without fear of running out of money.

We help clients to identify and achieve their real financial goals and objectives, answer BIG questions such as :

"When, precisely, can I afford to stop doing the things that have become a drag...and start doing the things I really enjoy?"

"What do I have to do to ensure I NEVER run out of money?"

"How much do I need to earn, save or sell my business for to give me what I want out of life?"

"Exactly what level of investment return do I need to achieve my objectives?"

And possibly the biggest question of all...

"How much is enough!?"

We do this by wearing THREE hats:

The first hat we wear is that of a Lifeplanner(tm). The Lifeplanners(tm) job is to identify exactly where you are now, how you got here, and more important, where you want get to in the next 5 yrs, 10 yrs, 20 years. Life's not a rehearsal, and precious time IS slipping away, our job is to identify exactly what sort of lifestyle you want to achieve.

Then, when we know what you want to achieve, we then take off our Lifeplanners hat and put on our Financial Planners hat. The Financial planners job is to identify all of the resources available to you now, all of the resources becoming available to you in the future, and more important, all of the resources you might NEED to become available in order to satisfy your 'life plan'. When we have this information we put together a comprehensive plan to show you what your future looks like, and what action you might need to take to achieve your goals/desired lifestyle/achieve maintain etc.

Finally, when we've agreed on a financial plan, IF any financial products are needed to help satisfy the needs of your financial plan, then we'll take off our Financial Planners hat and put on our third hat which is that of an INDEPENDENT financial adviser in order to identify which products from the whole market place should be implemented to achieve your goals.

So, as you can see, being an IFA is the LEAST IMPORTANT part of the job we do, and when we eventually do that part of the job, I'll be doing it KNOWING and UNDERSTANDING what you are trying to achieve - therefore any products if any) will be recommended for the RIGHT reasons - not because it seemed like a good idea at the time.

Your first meeting is FREE of charge, telephone now to book your appointment. Early evening and Saturday mornings are available including normal office hours.

Contact Anne Wray for further information.

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