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Finding Tailored Financial Advice for the LGBT Community

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Review Your Progress

With the help of an IFA you can review your financial progress on an annual or a 6-monthly basis to check that you are keeping to the plan. If you are on track, then you may be able to start new savings or investments.

financial progressIf you wait until you’re 60 to consider how your pension plan is coming along, you may find that it is just too late to review your progress. Reviewing, adapting and refining your strategy throughout the years is critical to a successful outcome. 

If you do your own financial planning, you probably already have a habit in place to check that all is going well and that your plan is on track. 

Even if you have a financial planner who should have organised review dates, make sure you drive this process. The old adage of ‘no one plans to fail; they simply fail to plan’, could never be truer with regards keeping a plan on target.

There may be opportunities to save on the cost of for example, insurances and utilities; the market for both are now exceptionally competitive, with many firms offering loss-leading deals to attract you as a client.

If £60 a month could be saved from renegotiation your gas and electric supply, it’s £60 a month that could go towards your Boat / Botox.  The sooner any issue is looked at, the sooner it will be resolved.

If you would like to speak to an LGBT-friendly financial adviser about your financial plan, please enter your postcode under the map on your right to find an adviser near you.

Additional Reading

  • How to Plan Financially

    Read our guide on how to plan financially for your future. Simple and straight-forward guides to your finances from LGBTFinance.
  • Paying for Financial Advice

    New rules for paying for financial advice
  • Identify Your Financial Goals

    Learn how to identify your financial goals, or better still let our professional advisers help guide you through the process.
  • What is Financial Planning?

    Everyone needs a financial plan. Why not read our sound advice on how to plan, investments, bonds and short and long term savings.
  • Tailored Financial Advice

    Read our LGBT tailored financial advice to get a quick overview of how your money could work for you.

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