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My name is Lyanne and I’m the managing director of Wilds. Welcome to our website we’re so glad you found us. There’s lots to take in on here but if you have any questions just fill in the contact form and we’ll get back to you.

Here at Wilds we’re all about helping you to achieve your ambitions. The Wilds team have already achieved some of theirs: completing a 6 marathon challenge, being able to do the school run and getting more involved in charity work. But enough about us we’d like to get to know you so if you would like to come in for a coffee and a chat to see if we could help you please get in touch.

 

Financial Spring Cleaning

Okay, time to confess – how much paperwork have you got stashed in the back of that drawer regarding your old pensions, life insurance or investments? We’re all guilty of it to some extent, that extra statement or letter you kept, just in case you ever needed it.

For some people this extends to the plan or policy itself, established years ago and left to run its course without reviews or stepping back to consider what the policy is actually achieving for you. It is not uncommon for us to meet with clients who literally don’t know what plans they have or how much they are worth.

Part of our mission as financial planners is to help educate our clients on their finances and this includes rooting out old policy details and providing a clear summary of exactly what benefit they serve. This is not only a simple service we can offer for clients, but also a necessity if we are to provide our clients with the best possible advice. Think of it as trying to piece together a jigsaw – if you were only able to see 1/3rd of the final picture it would become a lot more difficult to get it exactly right.

Reviewing your financial plans on a regular basis can help to reduce the clutter in your drawer but it also ensures that you’re plans are still appropriate and cost effective. Financial products such as pensions have changed dramatically over the past 10-20 years and as providers innovate they are inevitably able to offer plans with lower costs, greater fund choices or additional add-on benefits.

If you’d like help getting to grips with your financial paperwork then by all means, get in touch with our team today and we’ll help you get to the bottom of it.

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