Using our unique low cost investment philosophy we can set up new or review and simplify existing investments. The most important aspect of retirement planning is making sure you have enough money on both a short term and long term basis. Cash flow modelling predicts when you can afford to retire. It might be sooner than you think!
You may feel that having spent the majority of your life working hard to create a legacy to benefit your family that paying further tax in the form of Inheritance Tax is wholly undesirable. Talk to us for advice on funding immediate care fees if you or a loved one needs long term care now. We can often secure income for the rest of ones life whilst protecting a legacy.
You may feel that having spent the majority of your life working hard to create a legacy to benefit your family that paying further tax in the form of Inheritance Tax is wholly undesirable. Talk to us for advice on funding immediate care fees if you or a loved one needs long term care now. We can often secure income for the rest of ones life whilst protecting a legacy.
Services
About Us
Report
In order to help you understand perhaps a little better I'll tell you a very brief story. I know an 83-year-old lady who was brought up during the war in a time of rationing and who has been conditioned not to borrow and instead to save everything for her future. She was married but sadly her husband died of cancer at just 65 before they had TIME to start spending their money.
Our Team
Report
Married to his wife Jayne with two sons and a step-daughter, Tim lives in Reading and has been a financial planner since 1990. He now runs Time Financial Planning Ltd, which was originally set up in 2011 under the name Time Independent Ltd to provide Independent Financial Planning advice. Jayne Embleton is married to and lives with Tim in Reading.
Testimonials
Report
We provide a truly personal service on a face to face basis. We are a small family owned and run business who support clients locally and the whole team is at your disposal to ensure that you get the service that you need. We provide specialist advice on all aspects of pensions and investments including long term care planning.
Investments
Report
Investments should only be made by people who have sufficient cash reserves and are prepared to invest for the medium to long term, whilst taking a certain degree of risk. We can provide advice to cautious investors on the understanding that this usually leads to lower returns. Assuming that you meet this criteria then we will start by getting to know you and your goals and then assessing how much risk you are prepared to take.
Financial Planning
Report
We are Reading based professional financial planners who exist to encourage our clients identify their lifetime dreams and achieve these through the design of a sensible financial plan. In simple terms - we increase the probability of you achieving your goals. We show you in easy to understand terms your progress towards these goals through our regular review meetings.
Reviews
Be the first to review Time Financial Planning.
Write a Review
