We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second.
We work together with our clients to build their personalised Lifetime Financial Plan which sets them on the road to financial independence and personal freedom. When we can see that you can live the life that you want and achieve your dreams and goals without ever running out of money we know that our job is done.
We work together with our clients to build their personalised Lifetime Financial Plan which sets them on the road to financial independence and personal freedom. When we can see that you can live the life that you want and achieve your dreams and goals without ever running out of money we know that our job is done.
Services
Whatever your goals, we believe that sound financial planning is the key to success. Our team of experts work together to create the right solutions tailored to your needs. Our role is to understand your position today by listening carefully, getting to know you and understanding what you want from life tomorrow.
Your first meeting with your financial planner will take place at a time and place you choose - our office or your home or workplace if you prefer. We will guide the discussion to help you describe your priorities and circumstances in detail. The meeting is likely to last around two hours, depending on how much information there is to share.
The only purpose of your money is to enable you to lead the life that you want - putting your money first would be a perfect example of the tail wagging the dog! In Life Planning you are centre stage: you do the talking and we listen. We help you to ensure that all aspects of your life are in balance and we help you to ensure that you are living your life in accordance with your values.
Inheritance tax rules have changed a bit in recent years so it is important to understand their implications. It is all too easy to be unnecessarily caught out, so your family and other beneficiaries don't receive what you hoped. We can help you with thorough and expert estate planning that takes into account all kinds of assets.
You may have already thought about when you want to retire and how much income you'll need from your pension to enjoy the best that life has to offer. The challenge is ensuring you have the finances in place to achieve these goals. Decisions you make now can have a big impact on your retirement income and lifestyle - so it's important to get the right advice.
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