Summary
Lifestyle Financial Planning provides answers to the BIG questions, such as:-
"What do I have to do to ensure that I NEVER run out of money?"
"How much do I need to earn, save or sell my business for to give me what I want out of life?"
"When, precisely, can I afford to stop doing the things that have become a drag...and start doing the things I really enjoy?"
"Exactly what level of investment return do I need to achieve my objectives?
And possibly the biggest question of all.........................."How much is enough?"
Traditionally, most financial advisers - being too focused on products - have failed to consider, never mind answer, these questions. It's not surprising then, that the majority of people have no idea where they are heading. They may have assets, investments, and/or high levels of income, but most people have no idea what it all means.
You are unlikely to have experienced this type of service before, which is why our Lifestyle Financial Planning service comes with a no-quibble, satisfaction guarantee: if you do not believe that the service has been valuable to you then do not pay our fee.
Call me on 01204 365379 or 07768954284
Email [email protected]
I have over 20 years experience as a Financial Adviser and am an Associate of the Personal Finance Society. I offer fee based advice for the following:
Auto Enrolment
Pensions - Self Administered Schemes (SSAS), Self Invested Personal Pensions (SIPP), Personal Pensions, Executive Pensions, Staff Pensions and the National Employment Savings Trust
Investments - ISA's,Collective Investments, Investment Bonds, Investment Trusts
Inheritance Tax Planning
Protection - Personal and Business Protection, Life Assurance, Income Protection, Critical Illness, Share Protection
Wills and Trusts
Advanced Tax Planning Strategies
"What do I have to do to ensure that I NEVER run out of money?"
"How much do I need to earn, save or sell my business for to give me what I want out of life?"
"When, precisely, can I afford to stop doing the things that have become a drag...and start doing the things I really enjoy?"
"Exactly what level of investment return do I need to achieve my objectives?
And possibly the biggest question of all.........................."How much is enough?"
Traditionally, most financial advisers - being too focused on products - have failed to consider, never mind answer, these questions. It's not surprising then, that the majority of people have no idea where they are heading. They may have assets, investments, and/or high levels of income, but most people have no idea what it all means.
You are unlikely to have experienced this type of service before, which is why our Lifestyle Financial Planning service comes with a no-quibble, satisfaction guarantee: if you do not believe that the service has been valuable to you then do not pay our fee.
Call me on 01204 365379 or 07768954284
Email [email protected]
Expertise
I have over 20 years experience as a Financial Adviser and am an Associate of the Personal Finance Society. I offer fee based advice for the following:
Auto Enrolment
Pensions - Self Administered Schemes (SSAS), Self Invested Personal Pensions (SIPP), Personal Pensions, Executive Pensions, Staff Pensions and the National Employment Savings Trust
Investments - ISA's,Collective Investments, Investment Bonds, Investment Trusts
Inheritance Tax Planning
Protection - Personal and Business Protection, Life Assurance, Income Protection, Critical Illness, Share Protection
Wills and Trusts
Advanced Tax Planning Strategies