Create a Lifetime Financial Plan2022-08-01T13:31:38+00:00

Create a Lifetime Financial Plan

To live the life you want

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?2023-03-30T07:13:35+00:00

Whether you’re thinking about opening a pension plan, you’re looking at transferring your pension to a SIPP or QROPS, 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.

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?2023-03-30T07:04:21+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 earlier 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.

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.

Benefit from comprehensive, integrated, and objective advice.

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

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.

Testimonials

I feel I have received the best advise I could have had and feel that my pension is now much better off than it was before I started to work with Jessica.

I feel I have received the best advise I could have had and feel that my pension is now much better off than it was before I started to work with Jessica.

From the start she gave open, honest and good advice. She answered all my questions clearly and helped me understand my options

From the start she gave open, honest and good advice. She answered all my questions clearly and helped me understand my options

Jessica was great, she provide guidance and advice in a way that was easy to understand. She is always available to answer my questions, offer advice and help solve any issues.

Jessica was great, she provide guidance and advice in a way that was easy to understand. She is always available to answer my questions, offer advice and help solve any issues.

Jessica provided excellent impartial sound financial advice that we have been following to great effect for the past 5-years.

Jessica provided excellent impartial sound financial advice that we have been following to great effect for the past 5-years.

The information in this material is intended for the recipient’s background information and use only. It is provided in good faith and without any warranty or, representation as to accuracy or completeness. Information and opinions presented in this material have been obtained or derived from sources believed by AES to be reliable and AES has reasonable grounds to believe that all factual information herein is true as at the date of issue. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorised reproduction or transmitting of this material is strictly prohibited. AES accepts no responsibility for loss arising from the use of the information contained herein.

‘AES’ refers to the AES Group’s separate but affiliated entities generally, rather than to one particular entity. These entities are AES Middle East Insurance Broker LLC registered with the UAE Ministry of Economy, United Arab Emirates, Licence no. 571368, and Commercial Registration no. 75162 and regulated by the UAE Central Bank license no. 189; AES Financial Services Limited, incorporated and registered in England and Wales with company number 06063185, authorised and regulated by the UK Financial Conduct Authority FRN: 464494; AES Financial Services (DIFC) Ltd, registered in the Dubai Financial Centre (DIFC) as a foreign company, license no.2128, and regulated by the Dubai Financial Services Authority (DFSA) Reference No F003476; AES International Limited, a private company incorporated and registered in the British Virgin Islands with company number 1839872; AES International Global Limited, a private company incorporated and registered in the British Virgin Islands with company number 1887885. Please visit our authorisations page for further information on regulation, redress and accessibility.

If you are outside the UK and we advise you or carry out other business, nearly all the rules, regulations and arrangements made under the UK regulatory regime (including the rules made by the FCA and the dispute resolution process provided by the UK Financial Ombudsman Service) will not apply to most aspects of the service you receive, such advice or business being provided from outside the UK. You should therefore clearly understand such rights and protection as are afforded in the jurisdiction where you receive advice. Local law, regulation and redress processes will apply in almost all cases, and will be different from that of the UK.

RISKS

Investments involve risks. The investment return and principal value of an investment may fluctuate so that an investment, when redeemed, may be worth more or less than the capital invested. Past performance is not a guarantee of future results. There is no guarantee strategies will be successful. For further information, please click here.

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