Private financial planning services from Panthera

Financial planning is all about you; your lifestyle, your future plans, your family, your retirement, your life. It's simply planning ahead so that you can do the things you want to do - without running out of money.

On your own, it can be tricky to see beyond the best way of investing money, or the latest investment trusts, or how to make sense of your pension.

This is where Panthera can really help. Our four stage process allows you to really think about what's important to you, set goals, and to set in motion a plan that helps you reach those goals without stress or worry about running out of cash.

For more details, click on the stages below, or call us to discuss your particular requirements. You can also book a no-obligation consultation at your home with an expert lifestyle financial advisor. Call 023 9226 8969 or email us now.

Why a 4–stage financial planning process?

We think it makes planning for your future easier and clearer. Not all financial advisors offer this depth of analysis and planning. Many focus on promoting particular products and policies rather than finding solutions.

We do things differently - we start with understanding you and your world, what motivates you, your goals, your financial situation and aspirations. Only then do we start to plan how to shape all that into an effective and efficient financial plan that works for you, not just for us.

Here's how it works:


Stage 1. Life

Stage 1. Life

Tell us your 'story’ - where you are now and what is important to you in the future. Share your life goals and aspirations, and the plans you have, knowing we're listening carefully.

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Stage 2. Design

Stage 2. Design

Together, we build your personal financial plan, enabling you to see your total wealth in one picture. You'll easily see how you can achieve your goals, and together, we'll work on sourcing solutions to provide you with financial security for the rest of your life.

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Stage 3. Action

Stage 3. Action

At Panthera, we'll help you put your plan into action, to move you from where you are now to where you need to be.

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Stage 4. Stay on Track

Stage 4. Stay on Track

Any plan is only effective if it’s kept up to date. We'll ensure that your plan stays on track and that we can make adjustments whatever life (or the Chancellor of the Exchequer) throws at us.

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Paul is extremely personable and puts you at ease. He was able to listen well to our concerns & advise & guide us accordingly. His help has been invaluable and has refocused our minds on achieving our goals & dreams.

A Different Way to Manage Wealth

 
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