How much is ‘enough’?

 In Financial Planning, Z Our Experts View

Do you know how much money you will need, to live securely for the rest of your life?

Like most people, you may have built up your investments and pensions and perhaps other income. You may feel comfortable now. 

But with your whole life in front of you – perhaps some it working, most of it not – the big concern is making sure you have the right amount of money so you don’t run out later on.

So how do you know if you’ll have the right amount?

We can help you understand what your money needs to do, and how much of it you’ll need, by talking not about your money, but about what you want from your life. We use sophisticated financial modelling software to create a picture of your financial future. This enables us to show you if you are on track to achieve what you want from your life, both now and in the future.

If you’re not on track…

If it looks like your money isn’t on track to fund your ambitions – for your life now and in your retirement years – we’ll help you think about ways you can improve your position.

If you’re on track…

If it looks like you’re on track, we can give you the reassurance you’re looking for. That means you’ll know how much you can spend with certainty, and have the peace of mind of knowing you’ve taken care of your financial future.

If you’re ahead of the game…

If it looks like your money is better than on track, and that you’ll have plenty of money for your future, we’ll encourage you to follow your dreams while you have the time and energy.

Clarity about your financial future

In these unprecedented  times, you can still have certainty about your financial future.

Our financial life planning service will give you the clarity you want in knowing that you are on track to achieve your goals.

Get in Touch

We offer potential clients an initial meeting at our expense, so you can decide if our service is right for you.

Arrange your meeting with one of our financial planners, to get expert advice.

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