We provide the framework of a plan to achieve total financial independence. Formerly a regulated financial adviser for 30 plus years, my extensive financial knowledge enables me to construct a personal financial plan for individuals.
Our plan addresses the five issues common to most clients. These are:-
- Guaranteeing a lifetime’s income
- Increasing the value of your assets
- Leaving a legacy to your heirs and causes
- Protecting those you care about
- Reducing your personal taxes
And for business owners, we construct a plan to help you realise the largest value possible from your business. This includes:-
- An expansion plan to grow your business further still
- Building a successful team to free you up
- Outlining an exit plan providing a tax efficient route to retirement
- Constructing a succession plan that will support this
- And a disaster plan, just in case!
See our consultancy page for more details.
With 30 years of understanding of the tax system, investment funds, and financial products, I can to construct a generic financial plan to help you achieve whichever of these is important to you.