Lifestyle financial planning explained

We will always put people before products – that’s our commitment to you

Putting the focus on you

We refer to ourselves as lifestyle financial planners. Instead of focusing on products, we delve into your dreams and ambitions and peel down your lifetime achievements. Think of us as your financial coaches.

We talk about how you’ve got to where you are today and what you’d like to achieve going forwards. It’s all about visualising the future and setting objectives.

We use cashflow modelling to build your plan, and we consider this to be one of the best tools the industry has to offer. We will listen to you and your objectives and won’t bombard you with jargon and complicated products. We make the process easy and enjoyable.