Young families

Exceptional support

Your questions, answered

Scroll to discover the answers to some of our most frequently asked queries.

Question

Could I do more to prepare for my family’s financial future?

Absolutely. And starting early is key. We’ll work together to create a financial plan that includes saving, investing, and protecting your family’s financial future. We’ll set clear goals and make regular adjustments to keep you on track.

Question

What should I do with my inheritance?

Receiving a large sum of money can be overwhelming. You’ll want to ensure it’s used wisely for your family’s future. We’ll sit down to create a plan that balances your immediate needs and long-term goals.

Question

Am I putting enough into my pension?

The fact you’re thinking about this early is a great sign. There’s no magic number for how much you should put in. Instead, we must start by listening to your goals before deciding whether you could and should be contributing more.

Question

What happens if one of us can’t work?

While we hope you never need to rely on it, we’ll put measures in place, such as income protection or critical illness insurance, to guarantee your family’s financial stability and give you peace of mind during uncertain times.

No surprises

Our fees explained

Your next question is probably about fees, and we get that it’s important to know where you stand from the outset. We only charge for the work we do, not the amount you have to invest. You’ll find a full breakdown of our fees for all three services clearly listed on our website.

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In their own words

What trust looks like to our clients

Andy

It is a real weight off our minds to know that someone who knows what they are talking about is looking after the financial side of things. Tom’s encouragement that we can afford to take lots of holidays is a big win!

Read Andy's story

Jess

Working with Tom has given me confidence in investing, and I'm very happy with the performance of his recommendations. Instead of feeling lost or daunted I am supported and confident. You can't put a price on that.

Read Jess's story

Jonathan

Tom firstly helped me vocalise what my goals were and then reviewed my portfolio. He provided expert advice on where I could maximise my investments and put it in terms I could understand.

Read Jonathan's story

Linus

I can't recommend Tom of Arboretum enough. He has been instrumental in getting a clear view of mine and my wife's short, medium and long term plans in life and how we can achieve them.

Read Linus's story
Extra support

Resources

Good financial planning doesn’t stop after a single conversation. We’ve got plenty of additional resources to support you all year round in the form of bite-sized articles and regular investment updates.

View all resources
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Arboretum Financial Planning
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