Our lifestyle financial planning service helps you to understand your financial objectives and to put a framework in place to achieve the lifestyle you desire. Rather than starting a pension or investment without a clear understanding of why you are doing it, we work with you to put a tailored plan in place so that each aspect of your finances are working for you. Examples of objectives may include:
Retiring early but requiring reassurance of financial independence in retirement
Ensuring your family is protected if you were to die or get seriously ill
Tax efficiently maximising your income in retirement
Mitigating inheritance tax on passing wealth to the next generation
We will work with you to help you identify, achieve and maintain your desired lifestyle, by assessing your current situation and where you would like to be in the future. Together, we will agree on a financial plan that enables you achieve your objectives utilising all aspects of your finances including pensions, investments, financial risks and taxation. As circumstances change we will review your plan on an ongoing basis to take account of personal changes and to take advantage of legislative changes, ensuring your plan remains on target.
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