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Strategic Financial Planning

Welcome to Seneca Reid

We offer Strategic Financial Planning. We want to understand our clients’ goals and values and deliver ongoing strategic advice aligned to those goals and values.

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.

“We are not given a short life, but we make it short and we are not ill supplied but wasteful of it”  - Lucius Annaeus Seneca

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