Stage 4. Stay on Track

If you're to achieve your lifestyle goals, it's important that your financial plan stays on track. Panthera offer on-going support for you and your financial plan to ensure everything stays on target as you approach retirement age or move beyond it.

Regular Monitoring and Meetings

We've found the best way to do this is to have short, relevant meetings with you during each year. You can inform us of any changes in your circumstances, we can discuss any changes in the markets or similar, and we can make minor adjustments as required, when required. Other financial advisors may only offer a yearly meeting, and a lot can change in a year...

We also have joint meetings with your accountant and other professionals involved in your financial plan, to ensure we are working together in your best interests.

The Best Laid Plans…

Life has a habit of getting in the way of even the best-laid plans, so we are always on hand to deal with any issues as they crop up. If you need help or advice, we are just a phone call away.

For more details, or to book a no-obligation consultation, call us on 023 9226 8969. We're happy to come to your home, or you're welcome to meet our financial advice team at our new offices in Waterlooville.

 

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It gave a very good and accurate account of our current status together with predictions which will enable us to plan our future with some certainty. In the current financial situation it is comforting to know that this level of accurate planning is available to us.

A Different Way to Manage Wealth

 
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