Our integrated financial planning service provides a full financial profile, bespoke recommendations and a comprehensive strategy
LifePath is our comprehensive financial planning service, designed to provide you with an integrated strategy that accounts for all elements of your financial situation: investments, savings, pensions, tax and estate planning.
Our LifePath service will provide you with a strategy to propel you from your current financial situation to where you want to be. This strategy will be created by our expert team of Financial Planners, who will translate your existing wealth profile into a financial plan. Not only will this plan show you exactly what you have, but it will also include recommendations as to how best you can achieve your goals, in both the short and long-term.
We’ll discuss our recommendations with you in person, answering any questions or queries you may have and making any necessary adjustments. Our LifePath service doesn’t just provide you with a plan on a piece of paper; we transform your plan into reality through careful implementation, dealing with your pensions, savings and investments so that you don’t have to.
This is then followed by an ongoing review service. If your needs or goals change, so can your LifePath. We’ll be there to get you back on track, no matter what.
How often do you wish you were more financially organised? Does your filing consist of stuffing post into drawers until it is overflowing? Does your accountant chase you for statements and other documents that you can’t remember where you put?
We are used to working with people who lead busy lives, many of our clients are busy running businesses and so their own financial organisation suffers.
We have a solution. It is called My LifePath and is a secure online portal that allows you to organise your finances, see all your bank accounts in one place, keep a track of the value of your investments and even your property.
It has a secure filing system that allows you to scan and sort your paperwork, a calendar to help you keep on top of important dates such as birthdays, anniversaries, insurance renewals and tax deadlines.
If you would like to know more about My LifePath download our brochure by clicking here.
If you think we can help you, we would love to hear from you, please get in touch by calling us on 01285 708444, emailing email@example.com or by completing the form below:
Talk to us now on 01285 708444
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Following an inheritance, we needed advice on how to make best use of the money. We engaged Proposito because Huw and the company had an excellent reputation, and we were not disappointed. Huw took time to understand our financial situation, our goals and aspirations, and helped us put a plan in place which would help achieve these. We are confident that, with Huw’s help, we have made good investment choices and we value the annual meetings that ensure we are still on track.
“I needed a financial advisor as I was finding that my funds were just being left in bank accounts, and whilst very safe I was not achieving any growth. I do not have the personal knowledge on investment, and wanted to be able to work with a small team where I could get one on one service. I have had Financial Advisors previously from larger companies and found that staff kept changing so I never had a consistent relationship, and also they were very keen to sell me new policies to start with and then the level of service dropped off.
Russell Haworth was known to me and I liked the way he presented his recommendations. He has made me think about the investments and made me feel much more in control of my overall finances. Sitting down and actually working out how much you spend each year makes you think what you will need in the future. The computer programme which shows your income and costs year by year is brilliant, and allows you to ask the “what if” questions and get almost immediate answers.
It is great to be able to openly discuss your future plans, and it makes you think about things properly. I have been very reassured about my future, and in the event there is an unplanned change I feel confident that my finances are in safe hands.”
“Due to the bewildering amount of financial legislation and financial planning options that seemed to be available to us when searching online we felt like we needed some guidance. For 14 years now Huw has done a fantastic job of highlighting the issues we have needed to consider (be they in relation to pensions, forward planning, investment or taxation) and presenting our various options in streamlined and coherent way. As a result of Huw’s advice we now feel on top of our finances with a secure financial future and a plan in place that is regularly revisited and revised.
Huw has also been very diligent assessing our attitudes to risk over the years and has taken that into consideration at all times when advising.
He (& Proposito) have always provided an efficient service, the staff are personable and helplful and queries are dealt with impressively quickly.”