Financial Life Planning is all about identifying your personal aspirations and working out how to align them with your current situation. This approach puts your life goals front and centre and endeavours to make them a reality. Discussing your ambitions and wishes for the future, we get to work using innovative cash-flow forecasting software and an in-depth analysis to tailor a plan that will align with your personal and financial goals.

Financial Life Planning is all about identifying your personal aspirations and working out how to align them with your current situation. This approach puts your life goals front and centre and endeavours to make them a reality. Financial Life Planning accepts that wellbeing and personal prosperity means different things for different people. So, we listen. We take on board your definition of a good life and create a financial plan to fit.

We spend quality time getting to know you. Sometimes we ask questions, sometimes we just listen – you’re in charge. We discuss your goals, your hopes and dreams, your wishes for the future. Then, we get to work.

Using innovative cash-flow forecasting software, we conduct an in-depth analysis of your financial situation. We challenge this forecast to ensure you can maintain the lifestyle you want as well as achieve your goals. We ask the big questions. How much do you need to retire comfortably? How much can you spend now, without concern for the future? And how much risk are you prepared to take with your assets?

We create a tailored plan that will align your personal and financial goals. At this point, we discuss Wills and Lasting Powers of Attorney. Then, when you’re happy, we help you put the plan into action.