Our firm offers a comprehensive, lifestyle financial planning service. Our primary goal is to help you achieve the lifestyle you have always wanted, without the fear of running out of money, whatever happens.
Lifestyle Financial Planning - Our typical client is either building or has built a capital lump sum, held in a mixture of deposits, investments and pensions. However, they do not know how much is "enough" to create or maintain the lifestyle they have always wanted. What they do know is they don't want anything less than what they already have. Our aim is to give them clarity about their financial future. We seek to make the rest of their life the best of their life.
Later Life Financial Planning - Over the years we have seen situations where family wealth has been decimated due to the failure to plan for all eventualities. Whilst this can happen at any age, it is a fact the older generation are most likely to face issues such as long-term disability and loss of mental capacity. Unlike most other advisers, we have made it our business to help our older clients protect their assets via our "later life" financial planning service.
So, if our typical client sounds like you or someone you know, or if you would like to put your affairs in order, please get in touch to arrange an initial meeting, the cost of which will be met by us.
For a no obligation, initial consultation, please contact us.