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Financial planning

What we do

Financial planning is about more than just investments and products. In fact, good financial planning should be about more than just your money.

Our financial and lifestyle planning services centre around what matters most to you. Whether that’s retiring early, starting a business venture, helping your children through university or private school education, or gaining the peace of mind that comes from knowing your family and income are protected, our planning services allow you to focus on living your life to the full.

We will do this in three stages

Most people are fairly familiar with the idea of financial advice. It’s the traditional way of looking at financial products and services in order to find better solutions to a given problem; improving investment returns, reducing costs, or making something more tax-efficient for example.

We can do this work in isolation but our preferred approach – and where we hope to have the most meaningful relationship with our clients – is where we can put this advice into the context of what matters most in your life. This is where financial planning and lifestyle planning come in.

What you can expect from us

  • Service matters

    Service matters

    Getting to know you and what matters most to you, is our top priority. That means we listen, we understand, and we communicate effectively.

  • Clarity matters

    Clarity matters

    It is important that you understand the proposals and recommendations that are presented to you; otherwise, you cannot make informed decisions. At every stage of the journey, we will be transparent in aims and clear in our answers. There will be plenty of time allocated for you to ask questions and for us to provide any additional information you may feel you need.

  • Choice matters

    Choice matters

    We’re independent financial planners. That means we’re free to research the whole of the market and are not limited in the choices we can present to you.

  • Results matter

    Results matter

    Results matter. That’s why we’re very proud of the fact that in our 2024 Client Survey, 87.72% of our clients said that working with us had helped, or would help, them to achieve their financial goals.

Who do we work with?

We specialise in working with clients from the following four main groups. You can read more about how we help each specific group of clients, by clicking on the buttons below.