Sign up to receive email insights and receive our PDF brochure with a message from our Lead Navigator Andrew and insights into why purpose driven investment holds the key to your financial future. GL Integrity is interested in purpose driven investments, not just money for it's own sake. Use our GL Passport to define your desired lifestyle, your values and your goals for a meaningful and accurate financial plan.
To start the process of values based planning we take time with you in a one to one meeting to accurately define your needs and wants. Taking the helicopter view: a compelling and dynamic financial plan for your personal, business and legacy goals without running out of money from now till you're 100.
To start the process of values based planning we take time with you in a one to one meeting to accurately define your needs and wants. Taking the helicopter view: a compelling and dynamic financial plan for your personal, business and legacy goals without running out of money from now till you're 100.
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The GL Passport offers values based planning, taking you through a growth process which results in a financial plan engaged with purpose, regularly reviewed and mapped to your life goals. 1. Purpose: The first stage of the journey considers where you are heading and why you are going there. We identify your values and goals, pinpointing what matters most to you in life.
To start the process of values based planning we take time with you in a one to one meeting to accurately define your needs and wants. We identify your core values and dreams and help you on the right track towards purpose driven goals. Perhaps what you value most is time spent at home with your family, and you have been dreaming of buying a second home where you can spend holidays and create memories.
At this staging post we construct a compelling visual of your income, outgoings and your net worth from now until you're 100 years old or more. Assessing the information you provide enables us to forecast your future and make recommendations aligned to your values, goals and purpose. Do adjustments or modifications need to be made in order for you to reach your desired destination?
The GL Passport offers a reasoned lifestyle approach to comprehensive financial planning and advice. Our earlier conversations around what matters most, quantifying goals, timescales and expectations are fundamental to our provision of accurate signposting.
Purpose and Planning form the foundation for Independent Financial Advice in a range of areas including retirement, investments, tax, trusts, insurance and giving with which we can populate your plan.As well as personal finances, if you are a business owner we can advise you on maximising the value of your business; minimising any tax liabilities; retirement planning options e.g.
Purpose and Planning form the foundation for Independent Financial Advice in a range of areas including retirement, investments, tax, trusts, insurance and giving with which we can populate your plan.As well as personal finances, if you are a business owner we can advise you on maximising the value of your business; minimising any tax liabilities; retirement planning options e.g.
According to studies published every year, without a trusted adviser as a sounding board to lean on, our own behaviour and biases will lead us to sabotage our plans because of our reactions to events, fear, news and market "noise". The value to my clients is about 50% financial planning and about 50% behavioural coaching at critical market turning points counselling them to avoid doing the wrong thing at the wrong time for the wrong reasons.
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