Planning For Life
Welcome to Planning for Life, the UK's foremost life and financial planning firm for entrepreneurs and professionals.
Today is the first day of the rest of your life. With a little help from us you can work out how you are going to spend the following days, months and years to lead a fulfilled life free of painful issues around money. We are here to help you see the big picture and utilise your time and money to achieve your profound life goals.
You will understand that money is not just about figures; it can be a deeply emotional subject, often painful and seldom the only thing we need to achieve freedom and happiness. Understanding your attitude and relationship to money is essential for financial and personal success and so at Planning for Life we give as much weight to the human side of money as to the numbers. As one of our clients recently told us, "Embarking on this process with you has already helped hugely by focusing us on our values, enabling us to share dreams openly and without reservation or fear, and given us a sense of possibility about the future that, in truth, we did not feel."
So how is it done? Well its all about marrying meaning and money by:
- formulating your deepest and most profound life goals
- supplying the financial architecture to get you there
- providing trust, passion and inspiration
We deliver you into the way you want to live. To quote another of our clients "Without Planning for Life we would never have had the confidence to do what we are doing, but would have muddled on in the same old way. Now we are on the brink of a major, albeit somewhat scary, adventure, secure in the knowledge that we have the financial backing to live our dream lifestyle."
We are not just about money; we are about making your dreams come true.
Over the years we have worked with many individuals and families from different backgrounds, and have established that we work best with:
We also look after a select number of:
Our clients are often freeformers seeking or living an authentic, often entrepreneurial lifestyle:
You will find more details by clicking on the links above.
To move your life and money forward
- Book an Exploration meeting to start your journey with Planning for Life. This is free, in complete confidence and without commitment on either side.
- Book a Mapmaker session. This is for you if you don't want to commit to a long term relationship with an adviser, but need some immediate direction for your money
- Join our mailing list (box top right). You will receive our regular, free email newsletter, Views, which covers key themes of life, money, work - and time.
- In the meantime go to our Coffee Shop where you will find lots to interest and entertain you.