Long-term Planning

No-one can predict the future, but we can help you prepare for it.

We help you work out what your aims are for the future; how long you want to work, how much money you want in retirement, how much you want to save and to give away.

Based on this, and a full understanding of your present situation, we can build models of how your financial future might look.  This will show up areas where your expectations may not meet reality.

We can then draw up a plan together to address any shortfalls.

Celia Mason Wealth Management Ltd, registered office 1 Hemley Hall Cottages, Hemley, Woodbridge IP12 4QF.  Registered in England and Wales, Number 9707061.  

Celia Mason Wealth Management Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority.  Celia Mason Wealth Management Ltd is entered on the Financial Services Register under reference 717310.

The information contained in this website is subject to the UK Regulatory regime and is therefore restricted to customers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk Copyright © Celia Mason Wealth Management Ltd