LifeMap
Our core financial planning service, focused on designing and implementing a tailored financial strategy aligned with your future goals.
Your future, guided by LifeMap
We’ll walk you through every step of the process, so you know exactly where you stand and what comes next.
By the time we’ve finished, you’ll have a clear plan that benefits you and your loved ones for years to come.
Explore
Reviewing your full financial picture, we’ll help you identify your personal goals and priorities.
Analyse
Through detailed research, your pensions, investments, cashflow, and tax position are assessed to uncover opportunities and risks.
Strategise
A bespoke plan is designed, including cashflow forecasting, retirement and estate planning, and any specialist advice required.
Deliver
You’ll receive your personalised financial plan, with clear next steps to help you move forward with confidence.
Fees
For our standard advice and financial planning service, our fees typically range from £2,000 to £5,000, depending on complexity.
Explore our other services
Foundations
Perfect for those just starting their financial journey, this service offers the simple, educational guidance needed to build a strong base.
Compass
Feel confident in your financial direction with a trusted partner by your side – reviewing, refining, and optimising your plan as life evolves.Our reputation
I have peace of mind that we are on track to achieving what we want out of life. I feel we have our finances in order now and we are really making the most of what we have.
The process gave us tremendous peace of mind - knowing we have financial security and that any necessary advice and decisions are taken with the help of a professional.
Through the use of cashflow planning I have been able to get a greater handle on my income and expenditure and Paul is able to show me that I am on track to achieving my goals
We meet twice a year, but Darren is always on hand should I have any “financial ideas”, queries or problems. If it is not in his expertise, he has no hesitation in bringing in one of his considerably gifted team.
It is great to have an expert look after my finances and it gives me peace of mind to know that my retirement fund is being well looked after
We have been very impressed with Michael’s honest and personable approach to dealing with our finances and he has always gone out of his way to make sure we were happy.
How can we help you?
Find out if we can make a difference to your financial future. Just get in touch to arrange a free, no-obligation consultation.