PLANNING FOR TODAY WITH TOMORROW IN MIND

Wealth Builder

Ready to secure your financial future? Our experts at Strategy Financial Ltd can help you create a personalised wealth-building plan. Let’s work together to achieve your financial goals.

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Your Financial Journey Starts Here

As a Wealth Builder you will be at the starting point of your financial journey. Our Wealth Builder programme is designed to help you, having realised that you need some help and to consider your financial future. At Strategy Financial Limited we are keen to help people that wish to engage with this process. Wealth Builders would generally have early life goals such as saving a general cash fund, to buy a car or your first home for example. These are typically short to medium term goals of a Wealth Builder.

At Strategy Financial Limited we have a great deal of experience in this field, and we can help you achieve the first steps of your financial journey.

Specifically, we would work with Wealth Builder clients to establish a £50,000 fund. At this point, we would introduce you to our ‘Wealth Manager’ programme and your journey to financial independence.

Here is an example of what a ‘Wealth Builder’ could look like:

Jane is working as a marketing manager at a mid-sized tech company. She has saved a portion of her salary, accumulating an ‘emergency fund’. She has no significant debt apart from a manageable student loan and a car payment.

Jane now realises she wants to grow her savings further and start investing but does not have the knowledge to do this. We can help Jane to diligently save for her future goals though our expert knowledge and guidance.

How can we support you to reach your goals?


We offer financial coaching which can be incredibly valuable for individuals seeking to improve their financial health and achieve their financial goals.
  • Set up regular contributions into an ISA.
  • Set up regular contributions into a Personal Pension.
  • Income Protection.
  • With the use of cashflow modelling to visualise how bigger purchases such as a first home can be achieved.

What are the benefits of working closely with us?

You will receive tailored financial advice based on your individual needs and goals. There will be regular contact made to support you stay on track. We empower our clients with our expert knowledge and skills to make informed financial decisions. Finally alleviating financial stress through better planning and management with the support of Strategy Financial Limited.

 

An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.

Cashflow Modelling Sample