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.
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 have a tried and tested financial planning process designed to deliver results.
Financial Plan Design
Advice & Implementation
Ongoing Proactive Advice & Planning
1. Design the plan
We start the entire process 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.
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
The real value of having a financial planner lies in the ongoing service. We offer so much more than just a yearly phone call; we’ll proactively check in with you as often as you need and will be your go-to when anything changes in your life or the wider world. As life changes, so do your financial plans. What matters most is how we adjust and refine things to ensure you carry on achieving your goals. Think of this as your “financial sat nav”, that helps keep you on the right track, so there’s no nasty surprises.
Going above and beyond
We support clients all over Essex, helping them to live life on purpose. What we do is different and focused on goals and aspirations rather than 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.
