Hello there! I’m Karoline and I’m a Senior Paraplanner here at 2mtrust, supporting the Investments and Pensions Financial Advisers as they help our clients on their financial journey.
One of the most frequent questions I’m asked is:
An annual financial planning meeting helps you –
✔️ Keep your financial goals and ambitions in focus
✔️ Check your money is in the right place
✔️ Make sure you’re using all your tax allowances appropriately
✔️ Stay in control and understand your finances better
But these meetings aren’t just about your money -
Part of my role is to produce annual investment reports for our clients. Not only do these help you keep track of your pensions and investments - I find them super satisfying and interesting to do too!
These Annual Reports and Review Meetings are a vital way of ensuring we're monitoring the progress of your investments, discussing your financial goals and making any adjustments needed, as your circumstances change over time.
2mtrust work holistically – that means we look at “the bigger picture” of where your money is coming from, where it is at the moment and where it’s going. We even take into account your family, your financial goals and dreams for the future.
Whether you are wanting to invest long-term for your retirement, a future income stream, or perhaps support your children as they move into adulthood, your Financial Adviser will find the most appropriate solution for you.
I love to help you on your journey by giving you all the information you need, booking appointments with your Financial Adviser, submitting applications for you and keeping you up to date with progress along the way.
So next time you have a question about your case, remember you can always ask your Paraplanner – they know their stuff too. If you have an Annual Review due, get in touch to book in with your Financial Adviser. We look forward to catching up with you over a brew!
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The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen
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