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An introduction to financial planning

Financial planning is a service where a qualified professional will work with you to develop and understanding of your lifestyle and finances. And with that information, they will map a likely range of future outcomes over a 10, 20 and 50 year period.

Then, both you and the planner will imagine and view how that future life will look and feel, today. If anything doesn’t look or feel right now, you still have time, if you plan, to change your future.

The Plan will likely involve a period of saving and a period of spending. It’s a very creative process and no two Plans are the same.

When you have a Plan that looks and feels right and encompasses the rest of your life, you’re are then free to live each day and to focus on the present.

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Copy here introducing the client stories section and examples of testimonials

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10 minutes with Emma

Emma is a paraplanner and the main research analyst at Barnaby Cecil. As you know, she’s also been an integral part of our success, and there wouldn’t be a Barnaby Cecil without her. But until now, she’s been much more ‘behind the scenes’. We thought it was time to put Emma into the spotlight so you can find out a bit more about her….
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What would you do with 100 years?

In 2017 I read a book called ‘The 100 year Life’, by Lynda Gratton and Andrew Scott. The book covers many fascinating themes, but the basic premise is that a child born 100 years ago (Captain Tom Moore, for example) had a 1% chance of living to 100. Whereas research predicts that 33% of children born today will live to be 100.
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Want to be happier at work? It’s time to set your terms

On the face of it, everything’s in place financially. You’ve found a financial planner you can trust, you have a plan in place, you’re saving and investing for the future, and you’re on track to retire earlier than the average person...
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