What We Do

Inspirational lifestyle planning

First and foremost, helping you with your lifestyle planning involves gaining an in-depth understanding of what is most important in life for you. Together, we then focus on three separate areas:

Personal

Our lives are made up of different chapters, such as building one’s career or business, having a family, planning for and eventually retiring. Each of these chapters brings with it new questions, from both a lifestyle and a financial perspective.

We consider issues such as the suitability and efficiency of your retirement plans or making provision to pay school fees. We can also guide you through major life events, such as bereavement, divorce or inheritance. Similarly, we can help you determine whether you have the protection you need in the event of a bout of ill health, or should somebody close to you die. One of the most commonly asked questions that we can help you to answer is: “Do I have the financial freedom I need for the life I want?”

There are also more general practical considerations: you may be wondering whether you currently have the best possible work-life balance, or whether the property in which you are living really is the best one for you. Again, we can tap into our wealth of knowledge and experience and provide the expertise and advice you need to help you answer these questions, as well as offering guidance and making ourselves available to discuss other areas of life and well-being (even ones which are not directly related to financial planning).

Family

There are many family-related areas in which you may need help. You may want more financial freedom so you can spend more time with those closest to you. Or you may be wondering how you can support or educate members of your family in relation to their own financial aspirations.

We can look at the wider picture and give you an idea of what is realistic and achievable, and work with you on devising a plan for the whole family. As your children get older, we believe that it is crucially important to engage with them and educate them in financial matters so that they learn to adopt a disciplined approach to money and get into good financial habits.

Legacy

The wealth that you have built up over your lifetime is an important part of your legacy. If you have created a business, we can advise you on how best to pass on that business and discuss some of the pitfalls to avoid when leaving your inheritance to your intended beneficiaries.

Similarly, you may be interested in ethical investing, volunteering your time or donating money efficiently to a charitable cause. Here too, we can help you navigate a path through these complex issues.