Here to help during the coronavirus crisis
We live in uncertain times, the like of which most of us never expected to see.
It’s natural to be worried about your safety and that of your loved ones. As stock markets fall in response to the coronavirus pandemic and economic uncertainty it has caused, you might be worried about the impact on your financial future.
Will you still have enough to meet your goals?
As investments remain volatile, you may be wondering if you still have enough to meet your financial goals. Perhaps you were hoping to retire soon, help loved ones financially or have another goal in mind. Whatever your aspirations, the sharp stock market fall experienced recently may have raised concerns about whether you have enough money to meet your goals.
Financial planning during the lockdown
The lockdown has changed some of the ways we work, but we’re still here for clients old and new. Financial planning and reviewing your plans can help you stay on track and ease concerns that you may have.
We continue to welcome enquiries from people who aren’t yet a client of Sentient Wealth Management.
We’re still here to provide the same service during the lockdown period, albeit we’ve moved to video calls instead of a face-to-face meeting with a coffee. If you want a second opinion on your financial plan in light of the current market conditions, now is the perfect time to arrange an initial meeting with us.
We will ask you to outline your financial goals and your investment portfolio aspirations. Then we will review the portfolio for, and with you. If we think your investments continue to be well-suited to your long-term goals, despite the current market turmoil, we will gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we will explain why in plain English. And, if you like, we will recommend some alternatives.
You can find reviews of our service on VouchedFor here.
If you’re ready to get a second opinion, please call 01689 826112 or email firstname.lastname@example.org.