SAFEGUARD is a service for professional athletes that has been developed by Investors Planning Associates.
Based on our experience and understanding of your professional sports career, we will assess your immediate needs, future aspirations and limited timeframe in which to secure a pathway to financial success.
We place you at the centre of everything we do. We will ask questions about you, your family, your dreams and aspirations in order to personalise your financial plan. As your objectives and aspirations change or are fulfilled, so too will your financial plan, thus increasing your sense of financial freedom.
The preservation of your income and assets is therefore a paramount objective and a central theme to our financial planning ethos.
We will utilise all available tax allowances appropriate to you. However, we do not believe complicated tax schemes are a sensible approach towards financial planning due to the many risks and potential consequences that can arise.
We will always work to allay any concerns you may have and help you to negotiate any financial obstacles. We will ensure that the reality of the situation (including risks and opportunities) are fully explained, and we will only proceed with a proposed course of action if we believe that you understand and are comfortable with the proposals made.
We will work together with you and your other professional advisers to ensure that your financial plans are on target and that all parties are aware of your needs and aspirations.
Want to find out more information?
Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.