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.

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Discovery Meeting

Contact Us

T: 02920 450143


Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE

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