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Financial plan | Off Piste Wealth

Client newsletters

Financial planning for business owners 

Financial planning for business owners   Welcome to our Ultimate Guide to Financial Planning for Business Owners Welcome to our comprehensive guide on financial planning for business owners and company directors. As someone leading a business, your financial planning extends beyond just your company’s growth—it encompasses your personal financial security and future preparedness. Crafting a tailored financial strategy that addresses…
David Gregory
July 25, 2024
Client newsletters

Financial Planning for the New Year

In this article we discuss the financial planning opportunities for the new year.   Take stock of your financial situation and plot a course for your future wealth and security. Welcome to our Guide to Financial Planning for the New Year. The start of a new year is an excellent time to take stock of your financial situation and plot…
David Gregory
January 10, 2024
Client newsletters

Financial planning in your 50’s

In this article we will explore the importance of financial planning in your 50's. As you sail into your 50s, it becomes pivotal to consider your financial strategy. Life has likely found a steady rhythm by now. Children have probably taken flight, becoming financially self-sufficient, and the idea of reducing work hours or even retiring completely starts to surface. Each…
David Gregory
November 9, 2023
Financial Fitness

Financial Planning for Academy Players: A Guide for Ages 16-18

Financial Planning for Academy Players: A Guide for Ages 16-18. Becoming an academy-level football player Being an academy player in any sport is a dream come true for many aspiring athletes. However, it's essential to recognise that a professional football career is often short-lived, and the financial stability of players largely depends on how they manage their earnings during the…
David Gregory
November 3, 2023
Financial FitnessTop Tips and Tools

Four financial tips for sports professionals

As someone who was myself a semi-professional ice-hockey player and snowboarder, I can relate directly to the challenges faced by professional sportspeople: the weekly pressure to perform, the intensity of the training, and the delicate balance between sport and family/social life. For those who are fully-fledged professional sports people, there’s obviously an even higher level of intensity.  To some extent,…
offpistewealth_4jrlfq
January 21, 2022
Financial FitnessTop Tips and Tools

How to ensure the ‘core strength’ of your financial plan

While every one of Off-Piste Wealth’s clients has unique priorities, challenges and aspiration, we often kickstart any relationship in a similar way. After all, our priority is always to make sure your finances are really working for you. Typically we start by uncovering what is most important to you, what you envisage your life looking like at various points in…
offpistewealth_4jrlfq
January 21, 2022
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