Financial Freedom Planning

Are you approaching your Financial Freedom date?

Whether you are approaching Financial Freedom or are already Financially Free, here is what we can do for you:

Protect Your Wealth

• Ensure your assets are going where you want, when you want
• Protect your assets from your children’s future ex-partners
• Access to our bespoke Trust Planning solutions
• Drafting of Wills

Make Your Financial Freedom Trouble Free

• Review your existing plans
• Define your goals, ideal Financial Freedom age and income desires
• Consolidate, manage and draw income tax efficiently

Financial Forecasting

• A system to show whether your money can last through your lifetime
• Analysis of your current and future tax position
• Solutions to ensure you stay on track

Provide the Best Investment Strategy

• We use a scientific risk profiling methodology
• Portfolio design & construction of an Advanced Investment Strategy
• Portfolio monitoring with Quarterly updates
• Regular rebalancing of portfolios
• Pension Valuation Packs on request

Remove the Hassle

• We take the complexity and hassle out of administering your financial life
• We sift through your paperwork so you know what to keep or destroy
• We promise to respond to client’s calls and emails within 2 working days

Regular Forward Planning Meeting

• Completion of Forward Planning Preparation worksheet
• A Forward Planning Meeting of your planning, dreams and goals
• Full update on your achievements and plans
• We implement changes as and when needed

Young Family Protection

• Calculate Family Protection Needs
• Arrange suitable plans to ensure security for your family

Other Services We Provide

• Elite Events– Special one-off events designed to improve your financial IQ
• Wealth Management Update– A subscriptions to our monthly client newsletter
• Second Opinion Service– Making ourselves available to consider new ideas from other sources and review your existing financial policies

Services we Orchestrate for you

• Professionals Service– Information & updates for your other professionals and access to new professionals
• Taxation Planning Service– In conjunction with your accountant & other taxation advisers
• Mortgage Service– Access to our specialist mortgage adviser team
• Releasing Equity Service– access to our qualified equity release Specialist
• Long Term Care– A service to plan for your care needs.