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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

How big is yours?

How big does a pension need to be? That is the question, or versions of, that I am asked most frequently. I have worked in financial services for 17 years now. What I have learnt over that time and, related specifically to retirement, are two things.
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We’re inviting you to write a postcard to your future self

Every night for the past few days I’ve been reading a fantastic children’s book to my son Charlie. The book is called You Choose and it gives children the tools to tap into their imagination, pull things out and fulfil their fantasies.
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How I learnt the hard way to be the best planner

A few years ago, I got soaked in a downpour on my way to meet a client. I’d not bothered to bring an umbrella with me and arrived at the meeting bedraggled and wet...
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