Start to dream again
For people who find themselves on their own following a death or divorce, dealing with finances is often the last thing they want to do. If your partner tended to deal with the family finances, you may not have full clarity over your financial situation.
Part of pulling your life back together and daring to dream again is about gaining control over your finances. This is where we can help the most. Using cashflow modelling, we can identify where you are now. By understanding what’s important to you, we’ll identify what you need to do to achieve the future you want.
We can help you with:
If you have inherited pensions or you are the recipient of a Pension Sharing Order, we can advise you on the best use of them to achieve your retirement goals.
We can advise on what best to do with any insurance payouts. We can also advise on insurance products to protect your income if you are no longer able to work.
Your future income may rely on investments other than pensions. We can make sure that the investments you have are best suited to your needs.
Knowing who to trust
We understand that this is a difficult time and you may be reluctant to share private information about your finances with others. But by working with trustworthy professionals, especially those who’ve been recommended, you should find a weight taken off of your shoulders.
We’ve worked with a number of people, especially women, in these situations and several have been happy to share their experiences of working with us. You can see some of their stories below.
What our clients say
We’re privileged to have worked with hundreds of clients over the years. Here, just some of our clients share their stories about how lifestyle financial planning has transformed their lives.
Client since: 2013
At a point where I’ve had to start my life over, Mark has taken the stress and worry out of dealing with my finances. With careful management, he’s given me a lifestyle that I didn’t know I’d be able to have.
Client since: 2006
If it wasn’t for Mark, I’d be a lot more anxious about my financial position. Now we’re currently in the midst of the Covid-19 pandemic, I know I’d be feeling a lot more worried if I didn’t have Mark as my financial planner.