- The financial world is changing. The emphasis is moving away from the big institutions and back to the individual. This is a wonderful opportunity and you can expect us to help you reclaim your life and finances from the institutions and achieve your deep and profound goals, whilst giving you the knowledge, understanding and support you need to do this.
- You can expect us to deal with your life choices first and financial products second, not the other way round. You can expect us to use financial products only as necessary and appropriate to the achievement of your goals in the most efficient and fastest way.
- You can expect to become financially well organised, with better control of your budgets and cash flow. You can expect to pay less tax, and to have an investment portfolio structured to achieve your aims, not maximise our income through commission.
- Above all, you can expect to achieve a greater understanding of money and its meaning in your life. You can expect to deal with the painful issues around money that can cause so much suffering and achieve a relationship with, and understanding of, money that leads to a sense of freedom you may have never felt before.
About us
We have much to tell you here and we hope you will get a good understanding of how we work. Full details of our programmes are set out in the "Our Services" section.
At Planning for Life, we work with you to achieve your personal goals. We help you formulate and quantify your deepest values, interests and ambitions. We help you develop a strategy to achieve these through an objective planning process and professional management of your invested assets.
Planning for Life provides a comprehensive life and financial planning system. We tailor our services for individuals and you can choose how much input you want from us.
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The Strategic Planning service explores and develops your goals, deals with obstacles, and develops policies and strategies for your financial resources to achieve these goals. This is fundamental to your future prosperity and happiness and is a necessary process before you move onto one of our life and financial planning programmesOur charges for this service will depend on the time taken and we will be able to provide an estimate of the cost at our initial meeting
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The Implementation Service handles all the setting up and administration of your investments. Our charge for this service depends on the time taken but we have efficient systems and processes to ensure the time spent on these tasks is kept to a minimum.
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The four Life and Financial Planning programmes are the core service we provide to clients. We offer four different levels of service ranging from entry level to fully comprehensive, so you can always select the most appropriate service to suit your circumstances. You pay a monthly retainer for the service, and that is all; we do not take commission or any other form of indirect payment, so you know exactly what you pay us (but bear in mind that providers of financial products you use may charge fees which will be in addition to our fees). Please not you cannot join a programme without first developing a strategic plan with us
We also ensure you know exactly what you get for your fee. Will ask you to sign a client agreement each year, which incorporates our Service Standards. We believe we are one of only a few financial planning firms to have developed written Service Standards. These set out in detail what is available to you as part of our Review Service. We will provide you with the appropriate Service Standards at our initial meeting.
With us as your life planner, you can expect to start living the life you want to live from today:
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The financial world is changing. The emphasis is moving away from the big institutions and back to the individual. This is a wonderful opportunity and you can expect us to help you reclaim your life and finances from the institutions and achieve your deep and profound goals, whilst giving you the knowledge, understanding and support you need to do this.
-
You can expect us to deal with your life choices first and financial products second, not the other way round. You can expect us to use financial products only as necessary and appropriate to the achievement of your goals in the most efficient and fastest way.
-
You can expect to become financially well organised, with better control of your budgets and cash flow. You can expect to pay less tax, and to have an investment portfolio structured to achieve your aims, not maximise our income through commission.
-
Above all, you can expect to achieve a greater understanding of money and its meaning in your life. You can expect to deal with the painful issues around money that can cause so much suffering and achieve a relationship with, and understanding of, money that leads to a sense of freedom you may have never felt before.