Financial Advice in the past tended to be focussed on a product, you could say a bit one dimensional. Some still work like this. However, can we advise on what pension or investment is right for you, before we know anything about you and your story? We don't think anyone can, or should, do that.

 

Financial Planning, on the other hand, tends to focus on you and your goals in life, using some financial products to help you achieve them, when and if necessary. In other words, we start with you and not a product. 

 

Financial Planning can help you answer some of the big questions you may have in your mind about your future, such as:

 

• When can I retire?

• Will I run out of money?

• Are my investments too risky?

• What happens to my family if I die?

• Am I paying too much tax?

• What happens if I am unable to work anymore due to illness/injury?

• Can I afford to pay for my children's education?

• If I sell my business, will I have enough capital to last a lifetime?

 

We use specialist software in order to help you visualise and understand what your future looks like and how best to ensure that you are able to live the life you desire without the fear of running out of money.