Our lifestyle financial planning service helps you to understand what’s most important to you in life, and why it’s important. We’ll help you to identify, achieve and maintain your desired lifestyle, without the fear of running out of money, whatever happens.
Our financial analysts will start by looking at where you are today, and where you want to be in the future. Then we put together a financial plan that helps you get there.
Think about what’s most important to you. Typical answers might include:
We’ll consider any barriers that might stop you achieving your longer-term plans, working closely with you to set up the actions you need to take to achieve your goals.
Because life often gets in the way of even the best plan, our annual review meetings will help you stay on track. In addition, our regular ‘values versus action’ audits help make sure that your actions are aligned with your goals.