Gabrielle, along with her business partner Ian, had been running a successful small business for many years when we first met. The business was doing okay but was very reliant on the two main directors and business owners being involved on an ongoing daily basis. The...
What financial resources do you have available now to help you meet your objectives? Are you ‘guesstimating’ what you may have now or in the future? Or are you confident in the accuracy of the figures you have pulled together? True lifestyle financial planning is...
It gives us great pleasure to announce that we have been awarded BS 8577 – Framework for the provision of financial advice and planning services by Standards International Ltd. It has also been recognised that both Ian and Andy, our Planners, conform to the principles...
Vincent had been a personal client of ours for a number of years. Vincent’s brother, Leon ran a very successful business in the north of England. But because of his underlying health issues and problems with alcohol abuse, he knew that he would not live a long life....
The vast majority of our new Clients come to us via a personal referral from an existing client. Occasionally they come to us via a fellow professional with whom we work, such as a solicitor or accountant. These potential new clients usually already have some idea of...
There are many different types of goals people want, and the process is different for everyone. Roger and Mary are a great example of how engaging in proper lifestyle financial planning can uncover the true goals underneath your actions, not just the ones you think...
