Is it possible that you would live your life differently if you had a fresh perspective on your finances?
Many people want to retire early; some clients want to take more holidays; others want to buy a second home. What do you really want to achieve?
Our detailed Financial Planning Service including lifetime cash-flow forecasts, provides our clients with the building blocks to make serious life changing decisions.
We’ve been members of the Association of Specialist Providers to Dentists (ASPD) since 2004 and have developed relationships with many other professionals.
We’re delighted to be the preferred Independent Financial Adviser (IFA) for several dental accountants, solicitors and practice sales agents and are the “in house” IFA for a leading firm of dental accountants.
We describe Financial Planning as the process of HELPING OUR CLIENTS TO LIVE THE LIFE THEY WANT without fear of running out of money - whatever happens.
You won't discover the TRUTH about money by asking whether Aviva is better for your finances than Scottish Equitable, or whether Passive funds are superior to Active funds - although these are, of course, worth discussing!
What our clients want to hear is how best to take control of their finances and their lives. What they really want is to find out how to answer questions like:
Someone has to figure out how to put together all the available resources, money, time and relationships and make them work as efficiently as possible.