Whatever your life goals, we believe that a Lifetime Financial Advice Plan is the key to success.
When you engage with us in Lifetime Planning you are centre stage. You do the talking and we listen, very carefully.
We will ensure that all aspects of your life are in balance and your future is shaped in accordance with your goals and values.
We will help you understand what matters, what is important and create your action plan. This is not just a box ticking exercise: we are all driven by emotions so we will ask deep questions to ensure you receive the right “sign posts” to lead you to the best fitting, personal solutions.
Cashflow Planning
Where your finances are today is just the start: knowing where they can take you is more important. We believe it is not correct to give advice about wealth and investments before we have established what you want your future to look and feel like.
It is not straightforward to predict where your finances may stand in 5, 10, 15 or even 25 years and it is potentially dangerous and imprudent to second guess it. We alleviate the uncertainty by using Cashflow Forecasting software to illustrate and model future financial scenarios and help you plan, change, manage and achieve your future goals.
The lifetime report will not only provide you with a plan to achieve financial freedom but will also give you financial peace of mind.
A successful Lifetime Plan requires a fully informed, collaborative partnership approach between you and your Planner. The framework chart below highlights three Circles of Responsibility for our clients and our Planners to follow.
Fee Costs
After an initial free introductory meeting and dependent on the level and complexity of the advice sought, the fees for a Lifetime Plan and Report (excluding implementation costs) are from £3,000.
