How much money do you need to live the life you want?

We will help you to understand what’s important to you in life and why. We’ll spend time establishing where you are today and where you want to be in the future. Providing you with the tools to achieve your desired lifestyle, without the fear of ever running out of money.

We use the following techniques to identify your desired lifestyle:

Cashflow modelling techniques to illustrate what might happen to your finances in the future, and thereby encourage the dreaming.

Tax planning to make sure you are using all the allowances the Government provides.

Pension planning to make the most of an asset which for many people will be their second largest after their home.

Coaching to help you answer questions such as how much is enough?

What is Financial Planning ?

A short video demonstrating the process for lifetime financial planning.

What We Do For You, The Client

We provide Organisation, Accountability, Objectivity, Proactivity, Education and Partnership in order to help you get a better return on life.

How We Add Value

Organisation

We will help bring order to your financial life,

by assisting you in getting your financial house in order (at both the "macro" level of investments, insurance, estate, taxes, etc., and also the "micro" level of household cash flow).

Accountability

We will help you follow through on financial commitments,

by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Objectivity

We bring insight from the outside to help you avoid emotionally driven decisions in important money matters,

by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.

Proactivity

We work with you to anticipate your life transitions and to be financially prepared for them,

by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

Education

We will explore what specific knowledge will be needed to succeed in your situation,

by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Partnership

We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible,

by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.

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What our customers say

I've been investing with the company for over 10 years and am very happy... The team is professional, friendly and takes time to ensure I understand the risks and benefits associated with the various offerings.

I have no hesitation in recommending them for first rate independent financial advice and management.

We have been clients of The Financial Advice Company for ten years. Throughout that time they have provided good financial advice in a professional & friendly manner.

I would like to express my appreciation of the excellent information as well as the time investment you have provided which have helped me to make informed decisions... Your advice and willingness as well as your patience have enabled me to fully understand the choices I can make.

Ben is always extremely courteous and professional taking the time to listen to my changing financial needs. The advice he gives has always been reassuring and has helped me enable my financial plans with my needs always at the forefront. I would highly recommend Ben and his team to provide a true client centred and professional service.

Professional, personal and a friendly service… Prepared to listen and discuss my requirements in depth…. I can highly recommend all the team at The Financial Advice Company, for looking after my interests for my future and for my family’s future.

We particularly value the future projections of our financial position. We consider that this helps to plan sensibly for the future particularly taking into account age and health prospects and provides reassurance as to a secure financial future.

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