Services

HOW WE HELP
Broadening Your Financial Intelligence

Knowledge is power.

Understanding what you can do with your money puts you in a very strong position for the future.

Did you know that there are only four things you can do with money?

You can earn it.
You can spend it.
You can owe it.
You can save it.

So, the sooner you have your financial plans mapped out, the sooner you can be in control of your money rather than ‘it’ controlling you.
This is the simple principle we follow when you book a consultation meeting with us, so together we can put the financial foundations in place.

HOW TO CREATE A PLAN FOR LIFE

The next time your mind starts to wander, sit down with a blank sheet of paper and your favourite tipple – a cup of tea or coffee, glass of water or, more preferable, a glass of a decent Malbec – and allow your mind to explore your dream.

As the ideas start to flow write them down, no matter how extreme they may seem. This exercise can be done alone, with a partner or trusted friend. If with a partner, it’s okay to have different dreams, but also look out for shared ideas as these will inspire you as well.

This is the first step to creating a Plan for Life.

PLANNING FOR YOUR FUTURE

It’s incredibly common to become engrossed in the immediate present, but we’re here to encourage you to raise your eyeline towards the horizon.

By laying the groundwork for your financial wellbeing now, you’ll unlock the potential for greater freedom and the ability to make more substantial and rewarding choices in the years ahead.

How do you envision for your future life to be?

What are your career aspirations?

Taking care of the financial detail

Once we have a clear understanding of financially where you are now and an idea of where you’d like to be in the short, medium and long term, then here are some of the areas that will be covered in subsequent meetings and reviews.

Budgeting and Cashflow

Building a plan in financial terms
Cashflow helps you to see the future impact of your income and spending. It also helps anticipate times of need.

Family Protection

Ensuring that the whole family is financially protected should the worst happen

Personal Tax Efficiencies

Helping you to make your income and savings as tax-efficient as possible

Pension Management

Simplifying your pensions
Ensuring they are “value for money”
Adding flexibility

School Fees

Innovative and efficient ways of planning for school and university fees

Investments

Building a portfolio that covers short, medium and long-term
Making it as tax-efficient as possible

Please get in touch and we’ll help turn your ideas into a financial plan, which will provide you with the financial wellbeing to support a happy and fulfilled life.

From a Senior Associate Lawyer

“For so long I had neglected my personal financial affairs. I lost faith with the people who could help me and with the industry. I knew I was being negligent to me and my family, but equally I felt my next step had to be the right one, otherwise I would have been back to the same position; I would have then been more sorry. I am so pleased that you have taken control and directed me well. I feel very comfortable. For this I thank you.”

Start broadening your financial knowledge today

And create a better life for you and your family