If you’re at a career crossroads

Taking the time out to stop and assess where you’re going and whether it’s a direction you are truly happy with, can be difficult when you’re caught up in the daily grind.

People regularly ask us

Can I afford to readjust my work-life balance?

We can’t tell you what will make you happy, but we can provide the time and space you need to take a step back and work out what’s missing in your life. We will also provide independent, unbiased financial advice, help you “crunch the numbers”, research your options and make recommendations on the ways you can bridge the gap between where you are now and where you want to be.

Do I have enough money to...?

Using cutting-edge cashflow forecasting technology, we can tell you how different short-term financial decisions are likely to affect your ability to achieve your long-term goals. We can also analyse your options to see which are likely to bring you closer to your objectives in the shortest possible time.

Should I move or consolidate my pensions?

Understanding your options when there are so many available can be tricky. We’ll help you explore your pension choices and what the implications may be on your plans for your next step and longer term implications, along with any potential tax benefits or drawbacks for each.

How much money do I have / how much do I need?

When you are considering a shift in your career, you are likely to have questions about what your current financial picture looks like and how it might change going forward. Financial planning will allow you to gain a clear understanding of your immediate financial situation as well as answers to questions about what the journey ahead looks like. Most importantly, it will help you feel in control of the direction of travel.

How we help

Lifestyle financial planning
Create a plan for your future financial wellbeing and gain clarity over what decisions to take now.

Financial forecasting
See your financial future mapped out and understand the likely outcomes of different choices.

Investing – even small regular amounts – can be a great way to achieve your financial goals. Our expert planners can help you build and manage a portfolio tailored to your objectives, risk profile and time frame.

Financial protection
Ensure your wealth is protected in the event of ill health, loss of your ability to earn, or a loss of life.

Money coaching
The aim of financial coaching is to help you develop a better relationship with your money. Through guided, meaningful conversations about your money, you will be able to move forward with greater awareness of the beliefs that are holding you back and have a greater ability to challenge them.

Please note, the value of your ‘investments’ and any income derived from them may fall as well as rise and you may not get back your original investment.