FINANCIAL PLANNING FOCUSED ON GIVING
YOU THE FREEDOM TO ENJOY LIFE
Planning for the future is a goal many of us want to achieve. It’s about making plans for your family to safeguard their financial security. The challenge is how to start this process or maybe you wish to understand if you’ve done enough.
The way we live our lives today means you’re always busy doing something which is why it’s easy to do nothing when it comes to planning your finances. The process might feel slightly overwhelming or maybe you’re unsure where to start.
At Pathfinder Financial Planning we understand our clients are at different stages in their financial journey. This is why our support is targeted to your particular circumstances to ensure we provide the right advice and guidance for you, allowing you the freedom to meet your future aspirations whilst enjoying life to the full.
Take advantage of the range of services we offer to our clients.
Financial planning for business owners
There is a lot to think about when you’re running a business and it’s not always easy to assess your overall financial situation. We can help you align your personal and business goals so you can meet your future aspirations.
Saving for the future
Providing advice and guidance on the saving vehicles that work best for your circumstances. Short, medium, or long-term saving and investment vehicles that give you the flexibility to enjoy life and provide for the future.
Retirement planning
Pension advice helps you provide for your future away from full-time work. How to make the most of your contributions to ensure the path to retirement is a smooth transition without having to worry about your living expenses.
Tax planning
Providing tax-efficient strategies to maximise your tax allowances. We work with qualified tax advisors to make sure our clients continue to receive the best tax advice throughout the year.
Inheritance planning
Preserving your wealth for future generations and ensuring your final wishes are met. Help to set up the right plan to ensure this is done tax efficiently with the least burden on your family.
Pathfinder Financial Planning is an independent company which means we can look at the whole of the market to find the right products for your needs. Focused on building long-term relationships with our clients to give you the freedom to enjoy life at whatever stage you’ve reached.
Here’s what some of our customers say about the service we provide…
Navtaij Hundal has been my Financial adviser for approximately 8 years.
He has a good work ethic, coupled with a sound knowledge on money matters and dispenses this knowledge in a friendly reassuring manner. He is totally honest & reliable, committed to giving good service whilst being approachable & understanding of my circumstances.
I have known Nav since 2014 when I was looking to consolidate my numerous different pensions from previous employers, his help and advice were excellent and with his guidance I was able to take early retirement and pay off my mortgage. His support through the recent challenges presented by Brexit and then the pandemic have been so important and would strongly recommend him to anyone looking for investment or pension advice.
We are pleased we met Navtaij. He has provided invaluable advice to help my family build its portfolio, through careful tax planning, investment advice and pension provision.