In life and in financial advice, we often ask – and are asked by other – the question,
How do you make the right decision?”
For me, it comes down to one thing: Have I provided best advice to each client today?
I take my responsibilities seriously, I enjoy them, and I’m pretty good at delivering all manner of financial planning advice, investment and protection in equal measure. However, where I believe I excel for my clients is in later life planning. Being of that vintage myself it was a few years ago that I really started planning to secure my family’s future.
What I know for sure is that the longer you entrust me, the more I can repay you.
I have been witness to many families who suffered the consequences of a loved one dying suddenly, with no later life planning in place. Homes at risk, standard of living under threat and income wilting. None of us gladly choose to think about and plan for death, but sadly none of us are immune either.
I am referred many clients from other IFAs who don’t yet have my experience or expertise.
I will simplify the complex and try to make the stressful relaxing.
I want you to enjoy the future with your family and for your family to be secure in the future without you.
Tax-efficient Estate Planning, effective use of all tax allowances, protecting your investments and pension, predicting the known-unknowns, making a Will, have clear Power of Attorney wishes, planning for care home costs – I know, that’s all a bit much when we haven’t even met yet!
I hope we have the opportunity to speak sometime soon.
Yours,
David Jack
Hello, I’m David Jack, Managing Director of Castlebank Financial Planning. I understand how hard you work to secure your financial future, and that you should expect nothing but the best when seeking financial advice. That’s why I’ve designed my services with you in mind.
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‘Have I made the right decisions for my clients?’ That’s the simple maxim I have tried to live by for all of my 30+ years in Financial Services.
From starting out as ‘The Man from The Pru’ moving on to, what became, Royal London it was a time of learning experiences and many further Financial Adviser qualifications and certifications.
While a National Manager (Financial Services) for a countrywide firm of solicitors I became involved with Family Protection Trusts at a conceptual level, developing the Trust to provide a solution for many families.
Our firm was to become the first legal practice in the UK to offer the Trust to our clients. I am, almost 20 years later, something of an expert!
(Although after that length of time doing it I’d be a bit worried if I wasn’t by now).
Investing
When advising any client to invest, to protect or to plan I still have to convince myself that I gave best advice and that it was the right decision for them.
I hope we have the opportunity to speak sometime soon.
Here are a few you might recognise
