WEALTH

TURNING AN IDEA INTO AN ACTION PLAN

YOU KNOW

PLANNING IS IMPORTANT

You may be used to making plans but these can often be for the short term – your next holiday for instance or doing some work on your home. Often however your long term plans are put in the “I’ll do it later” category. Why?

“It’s too far away”, “I don’t understand finance”, “I’m scared of the answer”

WE KNOW

HOW TO HELP YOU PLAN

Our independent Chartered Financial Planners are skilled at helping you translate your ideas and concerns into an effective plan to give you the confidence you can achieve the lifestyle you want without the fear of running out of money.

Effective planning answers important questions that are crucial to your future, such as:

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When can I afford to retire?
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Can I have the lifestyle I want in retirement?
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How can I pass on my wealth to my loved ones?

WHO WE WORK WITH

We typically work with individuals who have investable wealth and recognise the value of professional advice:
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Medical professionals who want advice pre & post retirement

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Business owners who are planning their long-term future

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Individuals who wish to maintain or enhance their lifestyle in retirement

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Individuals wanting to leave a generous legacy to their loved ones

YOU KNOW

THE VALUE OF FINANCIAL PLANNING ADVICE

Not only do you know how important it is to plan, but you recognise how important it is to work with a Chartered Financial Planner.

We know our stuff, and we’re committed to helping you. That’s why we always focus on creating your plan first before implementing the ideal solution.

Independent research confirms that individuals who work with a trusted adviser are more likely to achieve better investment returns, lower overall taxes and to prevent expensive mistakes.

OUR PROCESS

HOW WE’RE DIFFERENT

We start with you: where you are now, where you want to be in the future and the questions and concerns you have about getting there.

Once we understand this we work together with you to build your initial plan. This will include various life-stages ahead, such as your ideal retirement age, when you may look to sell your business, your children’s future and so on.

We will then get together regularly with you to review and update your progress towards achieving your goals.

MEET THE TEAM

REALISE WHAT’S POSSIBLE

PLAN WITH YOUR ASPIRATIONS AND AIMS IN MIND.