what we do.
At Ashworth Financial Planning we look after the financial health of families across Suffolk and Essex. We help them to structure their money so that it reflects what they want to achieve in life, whatever the future may hold.
- We believe that not worrying about your finances is crucial to making the most of life.
- We believe that having a strong financial plan gives you the comfort and freedom to enjoy life to the full.
- We believe that investing money and using financial products is solely for the purpose of fulfilling life goals.
Everybody has different circumstances and plans for the future, however, there are three things that tend to unite us all:
- The desire to enjoy a comfortable retirement which is full of freedom, dignity and independence.
- The desire to never become a financial burden to your children, either during life, upon needing care or in the event of death or disability.
- The desire to leave a legacy in the manner you prefer and without 40% of it disappearing in tax.”
What Our Clients Say
I was approaching retirement and wasn’t sure of the best way to access the money held within my pensions. I was referred to Steve by a friend of mine who was already a client of Steve’s. I have no regrets. Steve has dealt with my affairs competently and professionally and I wouldn’t hesitate to recommend him. Steve guided me through all of the options and then recommended the best course of action for me as I gradually exit my business and move into retirement. My wife and I now have regular review meetings with Steve and I am pleased with how things are progressing and look forward to many years of us working together.
Jimmy Butler, Blythburgh Free Range Pork
Before we met with Steve we were reasonably confident about our financial position, however, with his help we now have real clarity. We now feel more organised and more confident about spending money as we move into and through retirement. Steve helped us to understand what our financial future looks like and we could see that we didn’t need to worry. He has given us more confidence to spend money on experiences whilst we’re still fit and able to enjoy them! More holidays this year and next, safe in the knowledge that we can do so without the worry of running out of money. We now have regular meetings with Steve to make sure everything remains on track and we look forward to working with him for the foreseeable future.
Steve Baker & Lynda Johnson
who we are.
We are a family run business, based just outside Colchester in Essex; we are a team of experienced and highly qualified Financial Planning professionals with over 40 years’ experience.