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Financial Planning from Panthera Wealth

Financial planning is essential if you are to lead the lifestyle you want right now, for the rest of your working life, and into retirement. That's why we prefer to call it lifestyle financial planning, because in the end, it's about securing the lifestyle you want - for the rest of your life.

Financial planning with Panthera starts with defining your life goals (both personal and financial), then assessing your current situation, and working on a plan to help you secure your financial future.

Financial planning as it should be

Unlike other financial advisors, we don't start with specific products or investments in mind and work backwards to see which fit your circumstances. We work with you and for you, always with your best interests at heart, so you benefit from our sound financial advice, expertise and 20+ years of experience.

We offer the in-depth advice you'd expect from any financial professional, such as an IFA (Independent Financial Adviser) or investment advisor. We’ll cover the essentials of any financial plan, such as investments, pension, life assurance, Inheritance Tax planning, and other tax strategies.

Estate Planning including Inheritance Tax Planning advice is not regulated by the Financial Conduct Authority

The Panthera difference

We add a whole layer of bespoke, expert financial planning that puts you at the heart of your own plan. So, you get a complete picture of your finances, have a detailed plan over a sustained period of time, and can act on our advice with complete confidence.

Call us now on 023 9226 8969 to discuss your requirements, or jump to our pages on...

Your Lifestyle Number

Lifestyle financial planning boils down to one crucial number; how much money will you need to afford the lifestyle you want, without constant worries over retirement incomes, investment portfolios and the blips in the stock markets.

That's the number we work together to define, and that's the number we plan together to make happen. It doesn't matter if it's a big number or a small one - it's yours, and that's the important part.

It's a simple yet comprehensive approach that ensures the right solutions for you, your family and your business, if required.

OK, so you're interested, but you're not sure if you're the kind of person we can help. If you're reading this, you probably are - click here to see if we're a suitable match!

Or call us now on 023 9226 8969 to discuss your specific requirements, and to book a no-obligation consultation at a time to suit you.

The plan has enabled us to identify key times where our finances will impact on our lifestyle and as it is a live plan we can see where we can make changes in time to ensure we meet our long term objectives.

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