What We Do

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We help you to plan the life you want by writing a financial plan. We will help you reflect on your life and think about what you want to achieve. Money and your finances is only one part of a much bigger picture. But to achieve your goals and do whatever you want in life requires some financial planning.

We use our years of experience, our knowledge of financial planning and some sophisticated software to help map out a plan for you. Once the plan is in place we can help you in arranging the tools you are going to need to implement the plan. We don't offer financial advice, but its easy and cost effective to set up your own financial products online. If you want financial advice we can help you choose the adviser.

We will then review the plan on a regular basis with you, but how often will be up to you, we believe once a year is sufficient for most people.

The difference between us and almost all financial advisers is that we offer only financial planning, coaching and education. We will not sell you any financial products, you are completely free to choose whichever financial provider you want. This also means that we make no charges on the money you have invested, which is how most financial advisers charge.

According to the UK Financial Conduct Authority (FCA) the average charge of a UK IFA is 2.4% initially and a further 0.8% per annum. That is a cost of £2,400 for £100,000 invested plus £800 every year assuming no growth. 

• You maybe just starting to invest.
• A DIY Investor who wants help with the planning.
• You may be interested in investing and want to learn more.
• You may have a clear idea of what you want from life and know that investing can help you achieve your goals.
• You may realise that you are not making the most of your money.
• You may have trouble managing your money and want some help.
• You may want to understand better the things you already have, like a workplace pension.

We will help most people, but if your affairs are complicated you may need regulated financial advice and we can help you identify good advisers.

Its quite simple the first step is up to you. If you want to help planning your life then book a free initial 30 minute chat to see if this is right for you.             

Book it here - Calendly Link

We are not regulated by the Financial Conduct Authority and can not recommend or provide an opinion on the suitability of financial products such as pensions, investments, insurance contracts or debt arrangements. We can help you plan for your financial future, but we are not a financial intermediary. If you want specific advice, you should seek the services of a regulated financial adviser or a regulated debt counsellor.