News & Blog
5 practical things to check as part of a financial midlife MOT
Rishi Sunak is reportedly drawing up plans to provide a “midlife MOT” to assess the financial health of workers and retirees. Taking stock of your finances in your 40s and 50s could lead to greater financial freedom in the future. Read on to discover five initial...
Estate planning: 3 different ways you can pass on wealth to your loved ones
Your estate plan should consider how you’ll use your assets during your life and what you’d like to happen to them when you pass away. There’s more than one option to consider so, read on to find out your options when you want to pass on assets. 3 useful options to...
What does the 2023 Autumn Statement mean for you?
Four Chancellors, and three fiscal plans in less than 12 months. On Thursday 17th November Jeremy Hunt delivered to Parliament his plan against a backdrop of high levels of inflation; the continuing war in Ukraine; increasing energy prices, cost of living...
South Downs At Night
Raising funds for Safer Places in conjunction with Charity Challenge When I set up Solus Financial Planning Ltd I wanted to build a business that reflects my values. One important value of mine is giving back and I decided that the business would make a...
About me, Solus Financial Planning and the journey
Welcome! And thanks for taking the time to read my first ever blog. I really hope that you’ll find this one interesting enough to stick around for future posts. This is the first in a series of blogs that will provide you with information and insight. In this...
Trust
First and foremost, it’s about trust. We can get together, have a coffee and see whether we think we can work together and whether I can add value to your financial planning. If you don’t think we’re a good fit that’s fine, there’s no pressure or obligation to continue and there’s no cost involved.
Discuss
If you want to take it to the next step, we’ll talk about you. Your ambitions, your plans but also your concerns and worries. We’ll take some time to discuss what you’d like your future to look like. We believe that we can’t advise you on your money until we really understand what you want to achieve.
Plan
Once we do understand, we can start to build your future from a financial perspective. You’ll be involved all the way; after all, it’s your life and your plan. We just crunch the numbers.
We have been with Gavin for well over a decade. His friendly, patient and thorough approach to planning and explaining things to us is very reassuring. We regularly go through the current state of our financial situation with Gavin and value the on-going, personal advice.
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