Financial Life Planning
Firstly, we need to get to know you, properly. Through a series of innovative exercises and ongoing conversations, we uncover what you feel makes life meaningful so you can visualise where you want to be and how to get there.
Our in-depth, full spectrum offering goes beyond helping you take control of your financial wellbeing. It enables you to look after other areas of your life including your mental, physical and emotional welfare. Together, we help you form a tailored roadmap based entirely on your specific values, dreams and priorities for the future you want.
Developing a plan will give you the confidence in spending money on the things you love and prepare you for those unpredictable moments in life.
Our leading edge, digital financial modelling shows you how things are shaping up right now, for your money, and how they could be looking when you apply some expert advice and tailored financial products.
With this computer-generated view of your lifetime spending and saving, aligned with your life goals, you can see the whole picture and formulate a robust and practical plan.
The best advice, for the best possible future.
Our experienced, qualified financial advisers can advise you on which pension, investments, savings and mortgage options are the right fit for you and your family. When we come to giving you advice, we are already armed with a wealth of in-depth knowledge about you and your life so we can provide the most relevant and tailored recommendation in a completely individual end-to-end service.
Whether it is cash management, business exit strategies, tax efficient investing with financial structures or family succession planning, our financial experts will help keep you on track of your aspirations.
Pursuing long-term goals, without the short-term stress.
We have longstanding, highly rewarding partnerships with prominent wealth managers who we work closely with to ensure that their approach and strategies mirror your plan. Like your plan, we ensure your wealth management choices are entirely personalised to you.
The investment strategy favoured by us, and our clients, is called Buy and Hold. It’s where you buy stocks in companies, for example, and hold on to them for a longer period, riding out any short-term ups and downs in stock you own or volatility and fluctuations in the market. This is an approach that is considered to be ideal for people seeking healthy long-term returns.
Our expert wealth management partners interpret and analyse the research from the markets, and then design and manage your portfolio based on their findings. So it’s a less subjective, and more systematic approach to investing.
Second Opinion Service
Sometimes routine and familiarity feel safe; for instance, you may have been with your financial adviser for quite some time now.
However, do you ever wonder if your existing financial investments and insurances are tailored to you and your lifestyle?
Perhaps you find yourself wondering if your current adviser understands your goals and if your investments are helping you to achieve the life you want to live?
Using strong research capabilities and independent financial tools such as the Kenwell GAME plan, our Second Opinion Service scientifically analyses your existing investments to ensure they are tailored to you and your goals across all aspects of life.
Put our team to the test and get our experts to review your existing plans today.