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?
A short video demonstrating the process for lifetime financial planning.
We provide Organisation, Accountability, Objectivity, Proactivity, Education and Partnership in order to help you get a better return on 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).
by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
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.
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.
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.
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.
Key steps to maximise your allowances before the end of the tax year
New year, new decade, new approach to your finances?
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.
I have been a client of the Financial Advice Company for over 5 years and in all of that time I have found the advisors and their administrative staff both courteous and helpful.
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.
I am very happy to endorse the company as they have not only given me very sound advice, helped to save me money but also helped me to grow my investments.
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.
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.
The choice of TFAC as my financial adviser… has been one of the best financial decisions I have ever made. Advice has been given… and proposals have been drawn up on optimum ways to proceed. This has always been followed up by clear and concise documentation.