Every financial plan starts with understanding the life you want to build.
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HOW IT WORKS
Designed to help you step back from the day-to-day and focus on what really matters.
Identify the values that guide your decisions and shape the life you want to create.
Explore the activities, experiences and moments that bring you the greatest sense of fulfilment.
Identify the experiences, ambitions and milestones thatmatter most to you and your family.
Understand the deeper purpose behind your goals.
Because meaningful goals are more likely to become reality when we understand why they matter.
How do you feel about your future today? How would you like to feel?
Financial planning is not simply about improving numbers. It is about helping you move from uncertainty to confidence, from complexity to clarity and from worry to peace of mind.
Money is only one part of a successful life.
We explore a range of areas including; time freedom, financial confidence, health and energy, relationships, career fulfilment, presence, fun and adventure, and peace of mind.
Small improvements, consistently applied, often create the biggest changes.
Once we understand what matters most, we can begin building the financial framework to support it.
PRICING
Initial planning
This covers the creation and implementation of your financial plan.
1% initial fee
Minimum fee of £3,000
Maximum fee of £12,000
Ongoing advice
Your ongoing fee is based on your total assets and charged at a flat rate within each tier.
0.75% per year
for assets up to £500,000
0.65% per year
for assets between £500,000 and £1,000,000
0.50% per year
for assets above £1,000,000
Minimum fee of £3,000
Maximum fee of £12,000
What this covers
Our ongoing fees cover the following advice areas to help you get more life from your money.
Ongoing financial planning
Regular reviews
Cashflow modelling
Investment oversight
Retirement planning
Tax planning support
Decision support throughout the year
Please note, the Financial Conduct Authority does not regulate Tax Planning. Investments carry risk.
Just click below to get started.
