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Holistic Financial Planning

For professionals and business owners alike, it is beneficial to assess whether your financial strategy is likely to meet with your personal aims and objectives and provide you with your desired lifestyle in retirement.

We offer a comprehensive financial plan; this includes a valuable lifetime cash flow forecast, an indication as to whether their financial strategy will enable you to achieve your personal lifestyle goals and leave you with a financially secure life, or whether they are likely to run out of capital at some point. We can also build scenarios, test the 'what if' scenarios which invariably arise, such as death of a partner, or enforced retirement due to illness or disability.  

How powerful would it be for you to know when you could afford to retire, or calculate the sums you need to realise from the sale of the business in order to achieve and/or maintain the desired lifestyle in retirement?

Contact us today to plan for your future

For more information, or to arrange an appointment, call 01246 560570 or email

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