Financial planning
You work hard for your money and with our help your money can work hard for you!
Work with us to create a bespoke financial plan for your future. We know the questions, that help you clarify your future dreams and desires. We have the personal and modelling tools to identify how much you need and a plan to get you there.
"Harvey Spencer Financial Planning has provided us with sound accurate information on all our investments, regular up to date progress reports, and up and coming options that may suit us better, to make the most of our finances. Mark is very knowledgeable, professional and efficient, yet friendly with it. Mark always answers any of our queries promptly and effectively."
"We wouldn’t hesitate to recommend Mark to our friends and family."
R & A, Lincoln,
Retired Public Sector Professional
Wealth is rarely obtained overnight. It requires a dedicated plan, support to nurture it and a commitment to see it through. It is a bit like when you take on a long bike ride, say to Paris in aid of charity.
First you prepare. You make a training plan which is realistic with targets and timescale to achieve your cycling goal. In finance we do the same thing for you and call it your Wealth Creation Plan.
Next you put in the training, cycle increasing numbers of miles and even get tips and advice from other cyclists, specialist cycling coaches to ensure that your kit is 'fit for purpose'. In finance we will monitor your money's progress and update and refine your wealth plan so that it remains 'fit for purpose' ensuring that it always has the potential to develop and grow over time.
When you ride into Paris, elated and excited with your achievement and prowess, it is a similar feeling to when you how much financial security your money will achieve for you in later life and be excited about all the dreams and aspirations it will enable for you.
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