Stage 1. Life

Financial planning involves commitment on both sides, so we first ask you take some time out of your working day to plan ahead.

Away from the daily bustle of your business, we sit down and discuss your life ambitions whether this is personal, family or work related. We listen to what you want to achieve, and help you identify and prioritise what is really important. This may sound a little 'fluffy', but it's essential to work out what needs to be funded and what can be left out of the equation.

So, feel free to talk about everything you want to do moving forward; extended holidays, properties abroad, charitable causes, voluntary work, or just more time with the grandkids or on the golf course! It's your lifestyle, after all.

We'll also take time to go over your existing wealth management provisions.

From all this information, we'll build a comprehensive overview that will inform and inspire our next stage

Stage 2 - Design Business Exit Planning

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Paul has helped me achieve financial security for my future by detailed planning and discussion about my financial needs for both necessary living costs and to achieve the more enjoyable things in life which are on my 'wish list'. This has meant that now I have retired I can live the lifestyle I wanted to attain, even after the early death of my husband. During the weeks following my bereavement Paul was unfailing supportive and quick to outline the impact this would have on my finances and future lifestyle and reassured me that my financial affairs were in order and on track. This removed a very big concern during a very difficult time.