WORKING TOGETHER TO FULFIL YOUR FINANCIAL NEEDS

Maven Financial Planning was set up to help our clients get the things in life that are important to them. By providing tailored financial plans we help you achieve your aims. We are passionate about helping you achieve your life’s ambitions, so we’re deeply committed to giving a personal service, which we hope lasts throughout your life journey. Maven Financial Planning is committed to its aim of helping both existing and new clients build prosperous, secure futures.

HELPING YOU THROUGH YOUR LIFE JOURNEY

Your circumstances will change as you go through each stage of life. We work with our clients throughout your life journey attending to your financial needs

GETTING STARTED

YOUR SITUATION

  • Starting your career
  • Buying your first home
  • Starting to plan for the future

TYPICAL NEEDS

  • Protecting your income
  • Saving for a deposit for a house
  • Starting your pension

Moving up

YOUR SITUATION

  • Starting a family
  • Paying off the mortgage
  • Planning for your children’s education

TYPICAL NEEDS

  • Repaying your mortgage faster
  • Protecting your family’s financial security
  • Saving to give your children the best start in life

The prime of life

YOUR SITUATION

  • Good income and lower financial commitments
  • Getting an inheritance
  • Seeking new investment opportunities

TYPICAL NEEDS

  • Increasing your nest egg
  • Making sure you’re prepared for retirement

Shifting priorities

YOUR SITUATION

  • Children are leaving the nest
  • Ageing relatives
  • Enjoying leisure time

TYPICAL NEEDS

  • Planning your retirement
  • Ensuring current lifestyle continues
  • Working part time

Living your dream

YOUR SITUATION

  • Retiring/selling your business
  • Taking up new past-times or getting more time to enjoy your current ones
  • Spending time with your grandchildren

TYPICAL NEEDS

  • Protecting your capital
  • Maximising your income
  • Estate planning

OUR APPROACH TO YOUR INVESTMENTS

We take an active approach to investments. We assess your attitude to and appetite for risk and recommend an investment portfolio that’s aligned to your needs, fits your objectives and most of all makes you feel comfortable and confident.