Financial planning and wealth management
Life isn’t a rehearsal
You only get to live this life once, so make sure it’s done the right way. As lifestyle financial planners, we’re not here to babble on about products and then swiftly make an exit. What we do is so much more than that. Our role is to give you the confidence and inspiration to use your money doing what you love; now and in the future.
Build the future you want
We’ll spend time understanding what’s important to you and help you work out the outcomes you’re really looking for in life. From there, we’ll establish how we can make them happen. We’re straight-talking and will let you know what needs to be done to achieve the future you want.
Our investing principles
We’ll help you harness the power of investing by making the most of your money to protect your purchasing power, so you can live a more fulfilling life now and in the future.
Your journey
We’ve got a tried and tested financial planning process that delivers results.
Financial Plan Design
Advice & Implementation
Ongoing Proactive Advice & Planning
1. Design the plan
We start by taking the time to get to know you, your family, and what’s most important to you. Once we’ve gathered all the information we need on your savings, investments, pensions and other assets/liabilities, and understood what you’re looking for, we get to work creating your bespoke financial master plan.
This shows you where you are now, where you’re heading, but also where you could go. Think of it as your financial sat nav.
2. Implement it
Once we’ve built your financial plan, the next step is to align your savings, pensions and investments to give you the best chance possible of getting the outcomes you’re looking for. If you’re happy with the recommendations we’ve made, we’ll then look after everything thereafter, implementing things on your behalf.
3. Ongoing service
A plan is useless unless it’s followed consistently. When you go on a long car journey, you’ll periodically check your sat nav to make sure you’re still on track, so there’s no nasty surprises later down the line. In the same way, we’re with you on your journey, proactively advising you as things change in your life or in the wider world. As life changes, so do your financial plans. We’ll be there to adjust and refine things to ensure you remain on track.
Going above and beyond
We support clients all over Essex, helping them to live happier lives both now and in the future. What we do is focused on goals and aspirations rather than financial products. We see money as a means to living a good life rather than the end in itself, and this carries through into everything we do. That’s what makes us stand out and why clients stay with us for the long term.