Life-Changing Exploration

Lifestyle Financial Planning, the art of enjoying more.

Have you ever asked yourself...

When can I afford to retire? How much do I need to last me for the rest of my life? When can I retire to spend more time with my loved ones? How much can I spend throughout my life?

If so, with the use of some very sophisticated cash flow modeling software, our Lifestyle Financial Planners will be able to help you answer these questions and more!

We feel that anyone can benefit from this service. Let us take you on a journey of self-discovery and help you to make some very important life decisions.

Life-Changing Exploration

Timeline of life.

Young, Ambitious Individuals

Planning Infancy

Young, ambitious individuals wanting to pave a way for their and their family’s future; building up wealth and property along the way whilst protecting what they have.

Young, Ambitious Individuals

Planning Infancy

Middle-aged

Plan Development

Middle-aged, now wanting to enjoy a more prosperous life and potentially make positive lifestyle improvements. Organising investments and pensions with the hope of enjoying retirement sooner.

Middle-aged

Plan Development

Transition into and beyond retirement

Plan Progression

Transition into and beyond retirement with the focus on structure, to enable increased options and a better sustainable lifestyle throughout retirement. Maybe selling of property assets or looking at the most tax efficient income streams via existing accumulated wealth. How can you spend more to hopefully enjoy your best life.

Transition into and beyond retirement

Plan Progression

Continuation Of Retirement

Plan Conclusion

The continuation of a happy retirement with potential planning strategies required for reduction in death tax on your estate, downsizing your home, long-term care provision or simply well thought out succession planning for your loved ones for complete peace of mind.

Continuation Of Retirement

Plan Conclusion

A tailored Lifestyle Financial Plan with no initial fee.

Highly Sophisticated & No Initial Fee

To help us deliver our tailored Lifestyle Financial Planning service, we use highly sophisticated software. What’s more, we deliver all of this with no initial fee. By using a sophisticated cashflow modelling tool, we are able to help you visualise your financial future and understand whether or not you’ll be able to have the lifestyle you want in retirement.

The value of our service has the potential to be life-changing.

Life-Changing Potential

Each year we will review your Lifestyle Financial Plan, assessing the marketplace and any changes to your circumstances. The value has the potential to be life-changing. If you’d like to find out more about our new Lifestyle Financial Planning service, please don’t hesitate to ask your advisor or contact our admin team to arrange an appointment.

Get Started Today
Our Process

This is how we do it

Step 1

DiscoveryMeeting

This will be our very first meeting.
Step 2

InterimMeeting

This meeting is all about getting to know you.
Step 3

Presentation & Implementation

A detailed summary of our recommendations.
FIND OUT MORE

Get In Touch

Lifestyle Financial Planning

Our Financial advisors can offer unbiased guidance around money matters, personal finances, and savings and investments.

Our professional advisors have the ability to create plans to meet specific goals and objectives, with the aim of improving financial stability and wellbeing. Below you’ll find a list of services that we can help with:

Have You Ever Asked Yourself…

When can I afford to retire? How much do I need to last me for the rest of my life? When can I retire to spend more time with my loved ones? How much can I spend throughout my life?

If so, with the use of some very sophisticated cash flow modelling software our Lifestyle Financial Planners will be able to help you answer these questions and more!

We feel that anyone can benefit from this service. Let us take you on a journey of self discovery and help you to make some very important life decisions.

  • Stocks & Share ISAs
  • Cash ISAS
  • Investment Bonds
  • Collective Investments
  • Unit Trusts
  • OEICs
  • Venture Capital Trusts (VCTs)
  • Enterprise Investment Scheme
  • AIM Portfolios
  • Discretionary Fund Management
  • Capped Drawdown
  • Fixed Term Annuities
  • Flexible Access Drawdown
  • Group Personal Pensions
  • Workplace Pensions
  • Hybrid Arrangements
  • Lifetime Annuities
  • Enhanced Life/Impaired Life Annuities
  • Open Market Annuities
  • Pension Switch Advice
  • Occupational Pensions
  • Pensions Review
  • SIPP Pensions
  • Stakeholder Pensions
  • UFPLS (Uncrystallised Funds Pension Lump Sum)
  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax
  • Critical Illness
  • Family Income Benefit
  • Income Protection
  • Children's Critical Illness
  • Level Term Assurance
  • Decrease Term Assurance
  • Whole of Life
  • Business Shareholder Protection
  • Key Person Insurance
  • Shareholder Protection
  • Group Income Protection
  • Tax Savings Protection Plans
  • Bare Trust
  • Discounted Gift Trust
  • Cross Option Agreements
  • Automatic Accrual
  • Flexible Trusts

Contact Us

Let us help you explore, plan and navigate your financial future.

We just need your contact details so we can connect you to a Financial Advisor. We will only share this with our team and nobody else.

    Contact Us

    Let us help you explore, plan and navigate your financial future.

    In order to match you with the right advisor, please complete the form below.

      Free Guides

      Browse through our free guides curated by our expert team.

      Do you have questions about a specific area of your finances? One of our guides may be able to answer those burning questions. These guides have been written with you in mind.

      Successes

      Voted the Best IFAFirm in Derbyshire.