Exciting changes at Butler Toll!
In our last newsletter, Andy and Richard shared their updates as they plan to step back a bit from some of their day-to-day activities in the business. Now, it’s time to introduce you to some of the exciting changes they mentioned.
A fresh approach
We’re thrilled as we look to the future at Butler Toll. We have been a successful business for a long time now, and it’s all thanks to the support of you, our amazing clients, and we want to continue our journey with you with a fresh and updated approach.
New website coming soon
Our current website is looking a bit tired, don’t you think? We’ve received valuable feedback from you, and we’re putting the finishing touches on our new website. Look out for its unveiling in our March newsletter!
A brighter brand
Along with the new website, we’re introducing a brighter, fresher brand. We’ll still be Butler Toll, but with a fresh look. You’ll start seeing more of this new brand as we roll it out.
What does “financial planners” mean?
We don’t just want to handle transactions for you; we want to be a real part of your financial journey. We want to understand your life goals, retirement aspirations, and plans for your hard-earned money.
Deeper conversations
You might have noticed this change in your annual review meetings. We’ll be asking for more information to truly understand your goals and aspirations. We’ll delve deeper into what you’d love to do, both now and in the future, and work with you every step of the way to help you achieve those goals.
Cashflow planning
Once we have all this information, we’ll create a cashflow plan. This allows us to work with you year after year to discuss, implement, and review progress of your unique plan to help you achieve your dreams. We’ve included an example of a cashflow below to show you the value of this visual map of your money.
Working together
In this example, the client has a shortfall of income at around age 82. We would work with you to reduce or mitigate this shortfall using the many options available.
We hope this gives you a small insight into the exciting journey ahead. We look forward to continuing to work alongside you.
Warm regards,
The Butler Toll Team
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