Saving and growing your wealth

Wealth Protection  |  Wealth Creation  |  Wealth Management

In today’s consumer-driven society, saving doesn’t always come naturally.

You want that dream car, that exotic holiday, that lavish wedding, and the temptation to simply put these purchases on a credit card can be great.

On a larger scale, you might want to generate a house deposit, but have no idea where to start. It’s increasingly difficult to get on the housing ladder and the challenge can seem insurmountable. Your children are getting close to the time they might consider going to university. How can you help fund their education and ensure they don’t accumulate a mountain of debt?

Saving

With no risk involved, saving is most appropriate for short term goals you want to achieve in the next few years. At Earlswood, we positively encourage saving and will help you get a crystal clear idea of your finances, building you a savings plan that strikes a balance between your incomings, outgoings and goals, big and small.

It’s also important to remember that life can occasionally throw you a curve ball and saving for emergencies is an essential part of a savings plan. As the Scouts say, be prepared and at Earlswood, we will make sure you are.

Saving is most appropriate for : Short terms goals – things you typically plan to do within the next 5 years

Investing – for medium and long-term goals

With no risk involved, saving is most appropriate for short term goals you want to achieve in the next few years. At Earlswood, we positively encourage saving and will help you get a crystal clear idea of your finances, building you a savings plan that strikes a balance between your incomings, outgoings and goals, big and small.

It’s also important to remember that life can occasionally throw you a curve ball and saving for emergencies is an essential part of a savings plan. As the Scouts say, be prepared and at Earlswood, we will make sure you are.

Investment is most appropriate for : Medium-term goals – things you typically plan to do within 5-15 years,
Long-term goals – things you typically plan to do within 10-20 years and beyond

At Earlswood, we will help you understand investments in terms of what you are hoping to achieve and will dedicate ourselves to developing you a strategy that will grow your money in the most appropriate way possible for you, factoring in your attitude to risk. We know that making an investment can feel scary, but you can rest assured you will never be pushed into something you are uneasy with.

Our job does not end there. As your financial adviser, we will constantly review your investments to make sure they are ‘fit for purpose’, refining your strategy to ensure your goals are met. Life isn’t static, after all, and personal and financial circumstances, as well as market trends, can change.

  • Focused
  • Tailored advice
  • Expertise
  • Transparent

WHO WE WORK WITH

Individuals and families

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Medical professionals

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Corporate clients

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TESTIMONIALS

Dr K V

Waseem is a great communicator and goes far beyond what is expected to help his clients. When there were multiple different companies for my payment protection, he went through it all and explained all the different options.

He spent time helping me find the plan that suited my work needs. He is very responsive to emails and always makes the effort to talk through all the documentation.

Chris Corney, homebuyer, London E17

I used Waseem to arrange the mortgage on my home.

His experience was very useful in getting the right product for me without wasting any time. His personal attention throughout was much appreciated.

Sumeet Parmar

What I have enjoyed most about working with Waseem has been his patience and the feeling of not being pressured into any decisions.

Waseem takes the time to break down what he is advising and why he is advising it. He instills trust with his advice and I honestly feel like I am in safe hands.

Rita Patel

I would highly recommend working with Waseem, my expectations were met to a high standard. He is honest, reliable and trustworthy, regularly kept in touch to inform me of how things were progressing and made everything so easy to understand.

Waseem is a knowledgeable and professional financial adviser, he saved my family home and made my mother's retirement happen. I cannot thank him enough and give him 10/10.

Chris Corney, solicitor, Smithfield Partners Ltd

I have no hesitation in referring divorce and home-buying clients to Waseem for advice on mortgages and pensions. He is very approachable and talks to them in plain English.

He has the highest professional standards and I feel it reflects well on my reputation when I introduce people to him.

Amanda and Jackie Williams

Waseem was very constructive in the advice he gave us before we made our bridging finance application. He also kept us informed with the progress up to and including receipt of funds.

Subsequently, he provided sound advice regarding income protection and life cover.

We will work with him again, should the opportunity arise.