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Copy here introducing the client stories section and examples of testimonials

Barnaby Cecil: WealthMap® is an award winning financial planning service that will help you to visualise, design and build your perfect future.

We use leading UK software and a process that has helped many others before to build a financial plan for your future that leaves nothing to chance.

We take you through each step and help you to understand what can be achieved from the financial resources available to you.

At the end of the process, you will have a clear plan that stretches decades into the future.

Visualise: Your life is presented in full as a series of key events and objectives you want to achieve.

Design: Plan decades in advance and make changes to anything that stops you living life you want.

Build: Use your financial assets to create a sustainable future, leaving you more time to relax and enjoy life today.

When clients have their own WealthMap, they often talk of feeling less anxious and more in control.

Life is for living and we encourage clients to find their own unique balance between living for today and planning for tomorrow.

Want to know more? Download the free guide to WealthMap®

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Our other services

Copy here introducing the client stories section and examples of testimonials

People at retirement

Retirees now have 101 ways to access their money at retirement. Well, perhaps not 101, but enough to make things rather daunting if you’re navigating this yourself. We’ll guide you through the best options for you so that you have the flexibility, control and peace of mind to retire the way you want to.

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Medical professionals

The complexities of the NHS pension scheme mean that without financial advice, health professionals could end up paying more tax than they need to. We’ll help you understand all aspects of your NHS pension and structure your finances tax efficiently. You’ll also be able to plan the retirement you really want, and other financial goals along the way.

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Media and tech professionals

We have clients at firms such as Google, Facebook and leading agencies, so we understand the details of your unique employment structure. We can advise you on how best to maximise your employee benefits. And if you don’t fancy reading that 40-page document HR sent you on your company share options, relax. We’ve read it for you.

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The App®

The App is a Client Portal that allows you to monitor you investments, from anywhere in the world, 24/7.  All of your financial data is held in one secure place, giving you total control over your financial affairs. Digitise your plans and keep everything secure, via tablet, mobile or desktop.

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Navigate Portfolios®

Monitored regularly and rebalanced accordingly, Navigate Portfolios allow you to access the world’s capital markets, via market leading firms like Vanguard and BlackRock, at minimal cost. When combined with our planning tool, WealthMap, our Navigate Portfolios allow you to plan with confidence.

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