Truth About Money

Will you have too little, too much or just enough?

Financial planning is an ongoing process of collating your financial circumstances, goals and objectives, now and in the future. So that you can make informed decisions to achieve what’s possible, no matter what happens for you and your family.

We use detailed assumptions for what you earn, spend, own, and owe now and in the future, including your short and long terms goals and dreams. Then using a simple chart, we can show whether you’re on track or not, no matter what happens. It projects different outcomes as and when the assumptions are tweaked.

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Robert Terry t/a High Edge Financial Planning is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Robert Terry is entered on the Financial Services register (www.fca.org.uk/register) under reference number 504561.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

No investment decision should be taken based on the content of this site. Always take full individual advice first. The regulations governing tax rates and investments may change in the future. The content of the website may not reflect the latest changes.

This web site is intended for use by UK residents only. High Edge Financial Planning is not responsible for the content of external links.

Consumers can find more information here: www.moneyadviceservice.org.uk

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