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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.

More Blog Posts

Copy here introducing the client stories section and examples of testimonials

Can we become blinded by our goals?

It’s the weekend and I’m preparing a roast dinner for my family. Outside it’s cold, wet, windy and a little dark. On the table is a bottle of wine. And in the background, I have the radio on. Could there be anything more British?
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NMA podcast: The NHS pension crisis

Tom and Emma speak to New Model Adviser editor Will Robins about the NHS pension crisis in this 35-minute podcast, recorded last November.
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The limitless potential of a financial plan

“We want you to show us the art of the possible Tom.” If there was one line that could help summarise WealthMap it’s that. This came from some clients who have recently gone through the WealthMap process, but the idea of ‘the art of the possible’ dates as far back as the 19th century.
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