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For what you ‘want’ to have!
We all value wealth differently: it could be how much free time you have with your family, how many holidays you can have a year or simply the value of the assets you have. We work holistically to help you to review, but fundamentally we need to sit back and evaluate the following:
- what you have
- what you don’t have
- what you need to do to achieve what you want to have
We can then look at the finances.
We think that Wealth-Care is what should drive your planning, essentially to give you ‘choice’ when it comes to buying or paying for your needs and wants.
After identifying what you value, we aim to help you fulfil your aspirations. We look at your ‘hard facts’ which reflect where you are financially, to help you understand how your existing provision will fair in the future or if the unexpected interrupts your plans.
We will build a ‘Game Plan’ to show you how your financial issues interact with each other and what is needed to achieve your aspirations. The Game Plan will prescribe the course of action needed and regular ongoing check-up reviews should help you achieve your objective on time or sooner. In reality, objectives may change with time, but the good thing is that you will have structure and financial wealth which is transferable.
Wealth Management Service |
An evaluation of what you really value, what you really want now and in the future. It includes the ‘Vitals Report’ and ‘What if Service’. Then together we create a personalised Financial Game Plan to achieve your aspirations. |
The ‘What-If’ Service |
A comprehensive review, organisation and analysis of your collection of financial policies and arrangements gathered over the years, telling you what they would give you if you became ill, retired or died. |
Cash-Flow Analysis Service |
It may be difficult to predict how you will live in the future: what will you need and will your existing assets, pensions and savings be enough to provide. With Cash-Flow Analysis, we look to map out assets, liabilities, income and expenditure for the future (allowing for growth and inflation) to simply describe how they will fit in with your future plans. |
The Tax & Trust |
A review of your tax and trust arrangements to ensure that they are organised to minimize taxation liabilities and to preserve and distribute your wealth according to your wishes. |
We offer two key services
The Advice Process
