We believe that until we really know about our clients’ lives and aspirations we have no right to talk to them about their money. That’s why our methodology is structured around them, not the market or the financial products currently available. This is exactly the opposite approach most Financial Planners adopt.
We get to know you, understand what’s important to you and what sort of lifestyle you want to enjoy. We undertake a full financial audit of your income, outgoings, liabilities and assets.
We input all the data from the LIFE PLANNING stage into the leading financial planning software to provide an accurate and sometimes dramatic picture of your financial future. The results will indicate when you could afford to retire; how much you can comfortably spend now whilst still working towards future financial security; or even how much you need to sell your business for to become financially secure.
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