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:

To have time to travel

The freedom to be your own boss

Security and reassurance of financial independence

To spend your days the way you want to

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.

To discuss how we can tailor our services to meet your needs, please get in touch