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...
Most people will have two types of goals – ‘Material goals’ like cars, houses, and holidays and so on, and ‘Emotional goals’ such as to paint, to write poetry, to explore, to make a difference. For most, emotional goals, especially as we get older, are the ones that...
The process of uncovering your true goals is not always easy and may not be right for everyone. It involves asking yourself deep, meaningful questions and thinking about how you really want your future to look. If you struggle with this, then please do seek some...
I am often asked such questions as: “how much do people normally spend?” “how much do people normally give away?” “what should we allow for……..?” These are actually impossible questions to answer in most situations, as everyone will be...
