Lifestyle financial planning

to meet your long term financial goals.

It’s amazing how few people really take the time to plan their lives. They hope for the best then wait and see.

In our experience, the people who build a financial plan to suit their current and future lifestyles, who stick to it and review it regularly, are the ones who retire with a smile on their faces, who put money aside for their children and grandchildren, or take that world cruise and are reassured that their family is well provided for. We work closely with you to identify what you want to achieve, develop and maintain your lifestyle financial plan and sit down with you at least once each year to review your plans.

By taking control of your financial future you’ll have peace of mind, with;

    • realistic expectations of your finances, knowing you can do what you want, when you want, without putting your future plans at risk
    • reassurance that if there is a ‘spanner in the works’ further down the line you would have considered the ‘what ifs’ to protect yourself and your family against the consequences

We’ll work with you over the long term to ensure that your lifestyle financial plan stays on track. With regular reviews, we’ll help you adjust your plan to deal with life’s changes, so whatever lays ahead, you will feel more financially secure.


Financial advice services

Our financial advice services are designed to help you make more of your investment portfolio, or if you are acting as a trustee and don’t require all the benefits of lifestyle planning.

We’re independent, which means we work for you and not the product providers. We search the whole market to find the right investments for you so that they sit comfortably with your attitude to risk.

You receive quarterly portfolio valuations and if there is a need to switch any funds in your portfolio, our recommendations to keep your investments on track.  We handle the administration of your investments so you don’t have to, leaving you free to concentrate on your day to day life, secure in the knowledge your investments are being watched over.

As with all investments, you need to be aware that the value of your investments can fall as well as rise, which means you are not guaranteed to get back the same amount that you invest.

It’s never been more important to plan for your financial future, so call us today on 01923 270036 to arrange your first meeting or complete our enquiry form.