WEALTH BEYOND NUMBERS

 

We build financial life plans for busy professionals to ensure you can live a great life now and in the future.

Get in touch to get clarity, confidence & peace of mind around your money.

 
 
 
 
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Who we work with.

 
 

Dynamic Business Owners

 

C-Suite Champions

 

Career Changers

 
 

We can help you when managing your money has become too complex, time-consuming, or stressful. Our typical clients have either already built up substantial assets (£250,000 plus) or have a high level of earnings (£150,000 plus).

We can help you see the big picture when it comes to your money, help you understand what it means for your future as well as answer those questions which keep you up at night.

We will help you simplify your financial life, give you a clear plan & get you on track for the future.

Our Financial Planning approach helps you grow your wealth, invest smartly & pay less tax.

 
 
 
 
 
 

Our philosophy.

We believe that the idea of traditional retirement is outdated, working hard until you can enjoy yourself.  We advocate for a shift to working to live, not the other way around.

We go beyond the numbers to ensure your finances are aligned with what really matters to you.  Helping you balance living for the now with preparing for the future. We believe financial planning should have a positive impact in all areas of your life not just your finances.

 
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 How we help.

 

It goes beyond the traditional focus on financial products, to understand your life goals and aspirations.

We create a financial life plan in partnership with you designed around the life YOU want to live. Ensuring you have Work to Live philosophy, rather than waiting to do the things that matter.

Here is Angela talking about our approach.

 
 
 
 

First Steps (no cost, no obligation)

 

1. Book a call

Use our booking link to arrange a 60 minute discovery call.

2. Discovery Call

An informal chat so we can find out more about you & your plans.

3. Proposal

If we are a good fit we will outline our service, fees & value add.

 
 
 

What will your future look like?

“The future cannot be predicted, but futures can be invented.”

Dennis Gabor

 
 
 

How confident are you about your financial plan?

Take our 2-minute quiz to find out.

 
 
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Find out more from our clients

Case Studies Summary
Happy Client: Angela & John

“I absolutely recommend Ian as a Financial Advisor. We’ve had a great experience with Ian getting a really bespoke service drilling into what we want to achieve financially and in life in general.

Ian is really easy to work with being super friendly and very knowledgeable and has made an instant impact to us and already provided huge value in aligning our finances to our plans in life in both the short and long term.

I know we’ll be sticking with Ian for many years to come and thanks for all the help thus far!”

ANGELA & JOHN

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Scott - Contractor Case Study

Scott’s Case Study

How we helped him make a tax saving of £7,600, create protection for his family through his business and have a retirement plan for age 60!

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Happy Client: Caroline

“My only regret? We should have got this advice 10 years earlier – it is really like seeing the future. I cannot recommend Ian highly enough, whether it is tax efficiencies or financial planning, or even just a chat to see if he is right for you, I would suggest getting in touch. He understands the value of trust and relationships, and confidence and has a practical, no-nonsense approach and this fits perfectly with hardworking business owners.”

CAROLINE, PINK SPAGHETTI

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Jen Fuller - Protection Case Study

Jen’s Case Study

How we helped Jen generate full protection for her business with a view to sell it for 7+ figures in the next 3-5 years.

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Happy Client: Rachael

“Work to Live Financial Planning has helped my clients with practical, efficient advice to help them plan for the future - Ian takes into consideration their plans for the future to ensure that are setting themselves up correctly - highly recommended.”

RACHAEL, ACCOUNTANT

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Angela & Jon - Executive Case Study

Angela & Jon’s Case Study

“We wanted some clarity on several pension policies to make sure we would be comfortable in retirement as well as saving for our children’s futures...but also allowing us to budget in the present with the funds we have. With two businesses to run we have a lot to juggle, it is an ongoing process and working with Ian has been very easy with the flexibility of chatting on zoom and via email.

I can’t recommend Ian’s financial services enough, he is very thorough, has listened to all our needs and been very clear and considered in his advice and planning. Highly recommended!”

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Happy Client: Angela & Jon

“I absolutely recommend Ian as a Financial Advisor. We’ve had a great experience with Ian getting a really bespoke service drilling into what we want to achieve financially and in life in general.

Ian is really easy to work with being super friendly and very knowledgeable and has made an instant impact to us and already provided huge value in aligning our finances to our plans in life in both the short and long term.

I know we’ll be sticking with Ian for many years to come and thanks for all the help thus far!”

ANGELA & JOHN

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