Herald - Issue 422

Page 62 • The HERALD • 21st April 2022 v THE HERALD - INDEPENDENT AND PROUD OF IT v ASK A PROFESSIONAL What is Holistic Financial Advice? by Darren Pestell, Financial Planner & Mortgage Consultant, Woodlands Financial Planning Historically, nancial advice was o en designed to concentrate on one particular area of someone’s situation, maybe their pension or their investments. Whilst this approach may still be relevant for some, a more strategic method of reviewing your overall nancial goals o en represents a far more e ective solution. Looking at all aspects of life, both personal and certain age, own a holiday home abroad, travel or to provide a secure future for your family. is holistic process measures where you are today verses where you wish to be and implements a plan for getting there, taking in to account both your current nancial situation and likely future changes. As we all know circumstances can change from time to time so having a continued relationship with someone you can trust will ensure that your nancial plan can evolve just as your life does. At Woodlands Financial Planning we offer, independent, whole of market advice. We can advise on and plan your investments, pensions, personal and business protection, equity release, estate planning and mortgages. If you are not sure your nancial goals are on track (or perhaps you’re not sure what they are) get in touch with Woodlands Financial Planning for a free no-obligation consultation. email: darren@ woodlandsfinancialplanning.com or call 07909 598853. Darren Pestell, Woodlands Financial Planning nancial, a holistic approach establishes your goals so you can build a realistic plan to meet them. e goals, of course, are unique to everyone and depend on your personal circumstances and lifestyle. e rst and crucial step is to understand you and establish what your goals are… perhaps to retire by a e NatWest Mobile Branch in Hythe has restarted on a Monday afternoon from 1.30pm to 2.15pm . Customers can also visit their nearest branch located at Romsey Road, Shirley open Monday to Friday 10am to 4.30pm. NatWest Mobile Bank Back at Hythe