There are some areas in life where the stakes are so high that it makes sense to bring in expert advice.
While we all may be able to paint the walls at home or maintain a healthy diet. The benefits of rewiring the electrics or attempting our own vascular surgery is a very different story.
When it comes to making big financial decisions that can affect your entire life, it’s worth every penny to seek great financial advice as an investment, not a cost.
The reason this is so important as:
“Planning is bringing the future into the present so we can do something about it now.”
Real Financial Planning is one of the most bespoke services out there.
It requires one-on-one contact, coaching and planning from a qualified professional to make sure it is set up correctly and actually delivers. Due to this, it is impossible for regulated full financial advice to be a ‘cheap’ service in this country.
Unfortunately, the ever-increasing costs of serving our clients compliantly mean that in order to get value from the process, you're likely to have already amassed some wealth.
Make it stand out
Financial planning often considers multiple areas around your personal finances.
What you will receive
A one-on-one, deeply personal coaching relationship and strategic thinking partner who takes the time to understand what is important to you then ensures that actually happens. This involves behavioural coaching so that we often make small but powerful improvements to your financial future.
Clarity on your goals. No one is ever asked - what do you want out of life? The purpose of real financial planning is that we work with you to understand what real wealth is to you, before we embark on a destination.
Being able to map what you want to achieve now in a clear financial plan, in the short, medium and long-term using sophisticated financial forecasting software which takes into account your life transitions, goals and trade-offs. Such as how to prove you have enough money to retire.
Provides access to the best investment solutions based on the evidence-driven principles of how to invest properly. What has always worked over 100 years, not based on sentiment or investment fads.
Help you avoid the endless noise around investments and finance to make sure you don’t lose focus on what is truly important.
Saves you the time and hassle of endless financial paperwork and life admin. Every hour you spend on or worrying about your finances is an hour you could be spending enjoying life or focusing on what you are best at.
Make sure you and your family avoid disaster by being prepared for the worst while hoping for the best.
Saves a considerable amount of tax by using years of experience implementing tax-efficient strategies.
Cut out the endless noise around investments and finance to make sure you don’t lose focus on what is truly important.
Not to be sold anything, only be advised by a trusted adviser who has your best interests in heart.
Constantly working with you to improve your financial education and behaviour so that you and your entire family know how to build, maintain and preserve wealth. Giving you the tools to achieve multi-generational wealth.