Create a Lifetime Financial Plan
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Create a Lifetime Financial Plan2021-11-19T09:45:33+00:00

Create a Lifetime Financial Plan

To live the life you want

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Life is short and it takes planning to fit in all your goals and aspirations.

How can you ensure your best life? What does wealthy look like to you? The purpose of a Life Plan is to help you visualise your financial future, to understand the implications of your “what-if” questions and ultimately, to ensure that you will be able to live the life you want for yourself and your loved ones.

What does your financial future look like?

We help you to answer all important questions such as:

How do I make the most of my pensions?2021-09-10T08:40:21+00:00

Whether you’re thinking about opening a pension plan, you’re looking at transferring your pension to a SIPP or QROP”s, or you’re nearing retirement and considering your options. You should always make sure you’re fully clued-up when you’re making pension decisions, and seek further advice if you feel you need it. In particular, if you want to transfer a Defined Benefit Pension worth over £30,000 then you need to consult a Pension Transfer Specialist first.

Will my family be OK when I die?2021-09-10T08:39:20+00:00

No one wants to think about ‘kicking the bucket’, but putting your financial affairs in order can save your family from a lot of extra grief in the event of your death. Only by planning effectively and in advance can you be sure that you have taken the necessary steps available to you. Careful planning is often required to ensure your loved ones aren’t left with nasty surprises when you pass on your estate.

I am risk averse, where should I invest?2021-09-15T11:30:31+00:00

Risk and returns share a direct relation. While risk-prone investments are likely to yield higher returns, they also have higher volatility. Risk-averse investors are the ones who choose more stable returns, even if lower, over volatility. A key element in our financial planning process is to provide a robust investment engine for the realisation of your financial and life goals. Designed to offer a range of investment experiences which can be matched with your capacity for investment risk.

Can I retire early?2021-09-10T08:39:47+00:00

The ultimate goal for most retirees is making sure their assets last as long as they live. Once a person or household can no longer rely on earned income, balancing income and expenses becomes the primary focus of financial planning. And because of increasing longevity, managing cash flow is more critical than ever. We utilise cash flow planning to help forecast sources and uses of cash. Providing a framework that enables the most effective and efficient use of pension and investment income. You might be able to retire early that you think!

Am I going to have enough?2021-09-10T08:40:05+00:00

Enough means something different to everyone. Many people focus on asking if they have enough, when the real question is, enough for what? If you want to build up enough wealth to meet your life goals, the first step is knowing clearly what those goals are.  A clear financial plan will help you find the right balance between financial security and living your preferred lifestyle.

Create the life you want

Benefit from comprehensive, integrated, and objective advice.

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We recognise the changing financial needs and aspirations of our clients as they move through different stages of life.

We work with you to understand where you are on your lifetime journey, So you are focussed on what matters to you. You’re ready for great life opportunities and you have complete peace of mind. We’re centred around getting you the life you want. A clear lifetime financial plan will help pave the path. Giving you clarity, confidence and control

Investments aren’t just about growing your finances. They’re about freedom, security, legacy and building the future you want. A robust financial lifetime plan is the foundation of a successful financial journey.

Schedule a complimentary 15 minute discovery call

Let’s discuss your specific needs and how I can help you meet your objectives

Book a discovery call

Our Lifetime Planning journey has four stages

  • Discovery

  • Assessment

  • Implementation

  • Review

Are we right for you?

Find out if we’re a good match for your needs.

Book a discovery call

Testimonials

Pierce Cook

Commercial Director - ChatAbout LLP

Grateful for her insight

Jess is an ex-colleague from the Financial Times but latterly, we have worked together again at Mindful Money where Jess writes a regular offshore Private Adviser column for us. I am grateful for her insight and advice to our readers and only wish that she had more time to write more for us!

Simon Field

Executive Partner - Gartner

A real pleasure to work with

I have known Jessica for a couple of years, and have no hesitation in recommending her as a financial advisor. Jessica has helped organise my savings, providing insights and valuable advice without ever making me feel that I am being pushed towards some pre-determined agenda.

She has always made sure that she understands what it is I want to achieve before setting before me a choice of options. And her advice and explanations are clear without being patronising. A real pleasure to work with

Neil Irwin

Global Head of Distribution - Cignia

Jessica saved me a significant amount of tax

Ive met many financial advisers over the years but can honestly say Jessica has the highest integrity and ability of any financial adviser I’ve met to date. She listens carefully, understands exactly what my objectives and risk appetite are before providing appropriate and alternative options. Her timely advice saved me a significant amount in tax and she is now entrusted with managing the pension pot I worked so hard to build over the last 25 years.

Pierce Cook

Commercial Director - ChatAbout LLP

So grateful for her insight

Jess is an ex-colleague from the Financial Times but latterly, we have worked together again at Mindful Money where Jess writes a regular offshore Private Adviser column for us. I am grateful for her insight and advice to our readers and only wish that she had more time to write more for us!

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