Putting you first to understand your dreams and ambitions and help you achieve the lifestyle you desire. Based on Billingshurst High Street, just outside of Horsham in West Sussex, our lifestyle financial planners build life-centred, goal-driven relationships with clients across West Sussex, Surrey and the South East.
We ask questions such as 'If you had more time or money, what would you do?' and 'what do you need to accomplish to feel you've had a life well lived?' and then we align your life goals with your financial goals to make these things happen. We develop solid lifestyle financial plans that put you on the path to realising your life dreams and ambitions as quickly as possible.
We ask questions such as 'If you had more time or money, what would you do?' and 'what do you need to accomplish to feel you've had a life well lived?' and then we align your life goals with your financial goals to make these things happen. We develop solid lifestyle financial plans that put you on the path to realising your life dreams and ambitions as quickly as possible.
Services
As one of a handful of the UK's only Registered Life Planners through The Kinder Institute of Life Planning, we are trained to look at the whole picture. Where your life plan includes the recommendation of a financial product, our independent status means we are always able to find the best option from the whole market, without any restrictions.
Geoff founded Global Financial Ltd in 1998, following a career that started in Banking and moved into Financial Services. He is one of only 100 registered Life Planners in the UK and passionate about lifestyle financial planning. Geoff is a keen golfer and a past Captain at Ifield Golf Club in West Sussex.
We're a team of highly-qualified Lifestyle Financial Planners and are business owners ourselves. Together we will determine what you want from your business and how to achieve it in the most beneficial way, removing any worry you may feel about corporate financial planning and instilling you with the confidence to make the best decisions for your future.
It's never too early or too late to start building your savings and planning your retirement. Our investments advisers work closely with you to understand what you want your future to look like, then we act in your best interests, offering you the best savings advice to save you money, tax and most importantly of all, the time to focus on the things that you enjoy.
Planning your retirement means different things to different people, but there's one thing it should mean to all of us - it's a time to really reap the benefits of the hard work that got us to this point. We want you to live your life fully. What's the point of having more free time if you don't spend it doing what makes you happy?
Reviews (1)
Marc Owen
Jul 15, 2018
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