Tel: 01207 297100

Personal Financial Planning

Finding a financial planner you can trust and build a relationship with will help you to make smart decisions about your wealth so that the lifestyle you have can be maintained, and the lifestyle you aspire to can be attained.

Your goals and aspirations should be the motivation behind any great financial plan. At Lifeplan we provide a consultative approach to financial planning designed to discover specific dates, figures and objectives so we can help you design a strategy and build a plan to invest, protect and enhance your wealth.

Do you know the answer to the following questions?

  • Do you have enough, too much or just the right amount of money to live the life you want?
  • When will you have enough to fund the life you want without the fear of running out of money?
  • If you downsize, how much equity do you need to release to give you the lifestyle you want?
  • Can you afford to gift money to your children?
  • Are you taking too much, to little or just the right amount of risk with your investments?

By obtaining current valuations of your investments, applying a set of agreed assumptions about investment growth, tax rates and with the benefit of cash flow modelling we can help you identify where your current financial situation is taking you, then you can decide if this is where you want to be. However more importantly if this is not what you have envisaged then we can help plan an alternative route.

For more information about Personal Financial Planning visit our website or call us on 01207 297100