Our financial planning service

Our financial planning service is designed to answer all the key questions about your financial future at a standalone cost of up to £1500.

We build a personalised model with you over the course of two meetings, which involves understanding your lifestyle goals, priorities and what’s important to you in life. We create the model using powerful industry software to show if we are on track, or what you should change.

This is an interactive model, where we can tweak different variables like spending in retirement, or the age you want to switch to a lower paid job. We go through this in depth with you and provide a full report with guidance.

A proper financial plan doesn’t just give you a return financially, but also gives you a return on your lifestyle and peace of mind. If you know you are on track and can afford to spend more than you currently are then you can make the most out of life, spending money guilt free when you can afford to, or cutting back when you need to.

Some examples of the questions we can help answer:

1. When am I on track to be able to retire, change job or reduce working hours? 
2. How much more can I spend now and in retirement?
3. Can I afford to buy a holiday home or get my kids through education?
4. Can I stay on track for my other goals if I move to a more expensive house?
5. What is my inheritance tax liability and how much of my wealth can I afford to gift or put into trust for the next generation.
6. How much do I need to be saving and investing to reach my goals?