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Life Centred Financial Planning

Welcome to Seneca Reid

Life Centred Financial Planning. Our purpose is to help you achieve the best life possible with the resources you have.

As life is not a rehearsal we believe that not only should you plan for the future, but you should also live for now. This means we want to know what you want your lifestyle to be now and in the future, then work with you towards achieving those aspirations and dreams. It’s not just about finding your “number” and ensuring that you have “enough”, it’s also about managing your resources in a way that allows you to live the best life possible.

Together we will devise a financial master plan that will answer questions such as “Will I have enough money to do all the things I want to do?” and “Am I doing everything I should be doing with my money?”.

Of course, we will look at your pensions, investments and every other aspect of your financial planning; but more than that, we will give you a clear vision of your future without the stress that comes from worrying about money.

We will partner with you over the long term, giving you and your family the support and advice, you need, now and in the future, to help you live the best life possible.

“If a man knows not to which port he sails, no wind is favourable.” Lucius Annaeus Seneca.

 

Our Company Vision
To help our clients achieve and maintain their desired lifestyles and most cherished goals while being well rewarded financially for this. We want to ‘walk the walk’ and provide the same for the Seneca Reid Team and have a good life and work balance. To do this we have a smooth running profitable business to provide the best service we can to our clients (Seneca Reid Family).

 

 

Reviews and Ratings for Financial adviser Andrew Smith, Chelmsford