Financial planning
If money is a means to an end, you should start with the end in mind. Learn more about how financial planning can help you on your journey.
You first, solutions second
It’s rare in business, even in life, to have someone really listen to you. About your dreams, your vision, your end goal. This is what financial planners should be doing – and it’s what we promise.
We focus on the things that are important to you and the life you want to live. Only once we understand you and your objectives do we start to talk about your money.
Cashflow modelling
Integral to our financial planning process is cashflow modelling. This enables us to forecast your future finances in line with a range of potential contributing factors: the sale of your business, paying for school fees, and early retirement.Â
We can then use this information to build a bespoke plan that will help you make more informed decisions and achieve your goals as soon as possible.Â
Unbiased and independent
Honesty and transparency from your financial planner should be a given. For us, it’s central to our proposition. We aren’t tied to products or providers, nor do we get paid for making sales.Â
Our evidence-based investment strategy paired with our goal-based planning approach means we stay focused on what’s best for you, not impacted by any outside factors.Â
Our financial planning tools
Like all professional people, we need tools. And we call our tools financial products. While we aren’t a product-driven business, we will have to reach for the toolbox once we’ve drafted your plan. Here are the ones we use:
- Pensions
- ISAs
- Investments
- Mortgages
- Life insurance
- Business insurance
- Critical illness cover
- Income protection
The value of investments and the income from them may go down. You may not get back the original amount invested.
A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
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