Mike Robertson Associates Ltd, Lifestyle Financial Planners, Battle East Sussex


Career




Independent Financial Advisers or IFAs or Lifestyle Financial Planners who are professionals that offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market. We listen to you on all areas including many matters such as investment, retirement planning, insurance, protection and mortgages (or other loans). IFAs also advise on some tax and legal matters.

A career is an individual's journey through learning, work and other aspects of life. There are several ways to define a career. To you it might be a high-flying position in a financial institution earning a 6-figure salary, it might be owning your own business, or maybe it's working part time and looking after the kids.

Whatever a career means to you a Lifestyle Financial Planner (LFP) can help you achieve your aspirations.

Step 1: Where are you now?

One of the first things a LFP will do is an assessment and investigation of your career goals, you might be happy with where you are or you may have a burning desire to make a change. We will work with you to understand what's important to you and help you create a successful career plan.

Some things you may want to consider in preparation for working with a LFP:

  • Are you happy with your career?
  • What do you want more or less of?
  • What are the high points in your career that give you a jolt of energy or pride?
  • What are your interests and core values?

Step 2: What skills do you have?

A Lifestyle Financial Planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners).

So, you have a burning desire to be a yoga teacher but currently you work as accountant or maybe you love your job and want to move up the corporate ladder, a LFP understands that we all have talents and abilities that are individual to us. Identifying your transferrable skills helps you to objectively look at where the opportunities lie.

One way to start this process is to look at your cv and highlight all the hard skills that are specific to your current and previous jobs. So, if you are a builder, bricklaying would be a hard skill.

Then look at softer skills you may have: communication, organisational skills and time management, problem solving etc.

Think about how the skills you have now can be used as building blocks to move you forward and grow your career aspirations.

Step 3: What's your financial position?

Independent Financial Advisers or IFAs or Lifestyle Financial Planners who are professionals that offer independent advice on financial matters to their clients and recommend suitable financial products from the whole of the market. We listen to you on all areas including many matters such as investment, retirement planning, insurance, protection and mortgages (or other loans). IFAs also advise on some tax and legal matters.

A LFP knows that your financial position is key to achieveing your career goals. Many of us are petrified at the thought of not being able to retire until we are in our late sixties, we may think that we can't possibly get out of the job we hate or afford to go back to school.

A LFP is there to help guide you through the process and work with you to understand those goals and current situation:

  • Do you enjoy the corporate life and want to save for early retirement?
  • Do you want to have more time for friends and family now so are willing to reduce your income to facilitate that?
  • What will happen if you don't earn your current salary?
  • What responsibilities do you have?

Whether you are currently saving for retirement or you have nothing in the bank and your kids are bleeding you dry, a LFP can help you look at the financial opportunities you have to help facilitate your dream career.

Step 4: What does the future hold?

A Lifestyle Financial Planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners).

What does your future look like? Do you imagine yourself having the freedom to travel whilst still working, or retiring to sail the world or running a family business with your children?

Every great achievement began in the mind of one person who dared to dream it was possible. Take the time to dream of the possibilities for yourself and your family. By all means dream big but also make sure it's realistic and achievable even if it would take a lot of hard work to get there.

Visualise where you want to be, it's a tactic that many successful people use, imagine yourself living your ideal life. Visualisation activates your subconscious to start generating creative ideas to achieve your goal. It programs your brain to recognise the resources you will need and builds your internal motivation to take the necessary actions to achieve your dreams.

You will also need a plan and a strategy, that's where LFPs can really help. We want nothing more than for you to find your passion and achieve your career goals. We can help you plan so your ideal future becomes your life.

"It's never too late to be what you might have been" - George Eliot

Top
cookie

Mike Robertson Associates Ltd Cookie Policy

What are cookies?

Cookies are small text files containing information that is stored on an internet users device when visiting a website. The information a cookie contains and its purpose is determined by the website operator and can be used by that web server every time you visit that site.

Cookies are used to save time and make visiting website more efficient and enjoyable. They can be used for many different reasons, from remembering your login information to what is in your online shopping basket.

How does MRA use cookies?

Mike Robertson Associates Ltd use cookies on our website to remember the preferences you tell us through our site, so that you get the best possible experience out of www.mraltd.com , for example our blog uses cookies to remember if you are logged in.

Stop Cookies

You can use your browser settings to block cookies from mraltd.com

Find out more about cookies

www.allaboutcookies.org

Mike Robertson Associates Limited is an appointed representative of Lighthouse Advisory Services Limited, which is authorised and regulated by The Financial Conduct Authority. Registered in England No 4501167. Registered Office 30-34 North Street Hailsham East Sussex BN27 1DW

This site is designed for use by UK residents over the age of 18. Mike Robertson Associates Ltd are not responsible for the content of external websites.

Mike Robertson Associates Ltd is located in Battle, East Sussex, near Hastings, Bexhill and Eastbourne