Great financial planning can change lives
We believe that everybody has the right to access the financial guidance they need. We've expanded on traditional financial advice to provide structured, actionable financial plans...and a clear plan to financial freedom.
Financial planning isn't just about money
Our team will work with you to really understand how you want your future to look. We will then help you to make sense of what you have today and how that can be used, and improved, to help you get there.
Great financial planning can remove financial anxiety and give you the confidence to know that everything will be ok.
Our process looks like this…
Vision
What will happen
You'll start by meeting with one of our expert team. This is an opportunity for us to get to know each other and make sure we're the right people to help you. We'll talk you through everything you need to know and answer any questions you might have. We'll also work with you to really define how you'd like the future to look.
How it will end
We'll let you know when we have all the information we need and we're ready to get together to discuss in more detail.
Collaboration
What will happen
If you choose to go ahead the real work starts. We'll gather all the info we need about your current circumstances and finances. This will help us to really do some detailed analysis before crunching the numbers through sophisticated financial forecasting models.
How it will end
We'll let you know when we have all the information we need and we're ready to get together to discuss in more detail.
What will happen
Together, we'll review the models that our team have put together. We can then interactively explore different scenarios and look at how different options - such as retiring early or travelling - can have on the overall picture.
How it will end
We'll bring together all our research, analysis, and recommendations into a comprehensive financial plan. Your plan will help to remove any financial worry and provide peace of mind that you're now on course to create the life you want
Implementation
What will happen
If you want us to implement things on your behalf, our team will put in place the things we've recommended. We'll set up any new plans you need, arrange for any transfers to take place and make sure your funds are invested in line with your risk profile.
How it will end
We'll leave you in a position where everything has been sorted, but more importantly, you understand how and why the plan has been achieved.
Lifetime planning
What will happen
Creating a financial plan is a great start to taking control of your financial future - however it is just that: a start. Over time, your personal circumstances will change, as will the world we live in. It is therefore important to review your plan on an ongoing basis, ensuring that it remains relevant to your life and continues to provide you with reassurance that everything is under control.
How it will end
This bit never ends, our plan will keep evolving and we'll be there with you throughout your lifetime. Our team will constantly monitor your plan and any changes to regulation, tax and investments, ready to take action or answer questions whenever you need.
What will it cost?
Pricing Calculator
We always charge a fixed fee for the work we do, and will always provide you with a full personal illustration of any fees payable before we begin any work on your behalf.
Enter your total wealth: £
Initial
Fees
Costs to you
Vision:
£0
Collaboration:
£1,250
Implementation:
£500
Total:
£1,750
Ongoing
Fees
Costs to you
Lifetime Planning:
from £40pm
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