A Financial Planner should help you answer the most important questions: 'Am I OK?' and 'Can I live the life I want?'. That philosophy inspired us to create Imagine and it's what continues to drive us today. Our Lifewealth process approach goes beyond traditional financial planning by keeping the focus on your ideal life, to give you complete clarity, confidence and control in your financial life.
We believe in applying inspired thinking that's intuitive to your needs. We are here to improve people's lives by bringing truth, understanding and discipline to the financial choices they make every day. We've created simple, yet powerful processes to link your financial resources to your life plan.
We believe in applying inspired thinking that's intuitive to your needs. We are here to improve people's lives by bringing truth, understanding and discipline to the financial choices they make every day. We've created simple, yet powerful processes to link your financial resources to your life plan.
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We've built our business from the ground up to ensure you're able to live the life that you want. We have an innovative approach to understanding your relationship with money and use that knowledge to create a financial planning strategy that fits your life. Our goal is to give you genuine control over your financial life.
John was 57 and enjoyed a successful, prominent career, having worked in retail for over 30 years with a FTSE 100 company. In recent years, his appetite for the job changed and he was starting to wonder if it was time to retire and enjoy the next stage of life. After a major restructure and change of direction within his company, John was trying to understand if he could really retire and maintain the important things in his life.
While our clients would hardly consider themselves to be "rich", thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least 300,000. This might sound clich, but we will only work with genuinely nice people with whom we share a mutual respect. If this sounds like you, and you have saved at least 300,000 towards your retirement, we would love to speak with you.
The value of pensions and the income they produce can fall as well as rise, you may get back less than you invested. Retirement should be one of the most enjoyable and fulfilling stages of your life. It should offer exciting new opportunities and the financial freedom to fulfil your dreams.
It is essential that you start to plan for your retirement as early as possible, so that you can live comfortably, in the knowledge that your lifestyle needs are covered.This will mean careful consideration of your pension fund throughout your working life.
It is essential that you start to plan for your retirement as early as possible, so that you can live comfortably, in the knowledge that your lifestyle needs are covered.This will mean careful consideration of your pension fund throughout your working life.
Transferring out of a final salary pension is unlikely to be in the best interest of most people. For many people, a guaranteed salary-related pension that lasts as long as you do, and is unaffected by the ups and downs of markets, is likely to be the best answer. But there will be some who want extra flexibility or are focused on passing on some of their pension wealth for whom a transfer might be the right answer.
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