We will ensure you…
have the right financial foundations in place.
a tax efficient wealth & investing strategy.
protect your family should you die or become seriously ill.
that you are investing enough for the future.
have a financial strategy in place to achieve the live you want.
avoid fads and focus on what has always worked.
Find the balance between living for the now and taking care of the future.
Get financially organised.
Basically we help you know whether you are going to be ok.
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“Ian isn’t in the business of selling financial products. He has the experience and capabilities to look at your whole financial picture and work with you to identify what you need in place to meet your aims. I believe this makes his approach relatively unique and sets him apart from most financial advisors. I run an SME and I am delighted to work with Ian as he provides a holisitic view and delivers simplicity.”
BEN WHARFE
How it works
Planning & Strategy
It used to be when you went to a financial adviser that you went for a product, (life insurance, mortgage, pension etc). At Work to Live Financial Planning we understand products are important but that these need to come secondary to having a financial game plan in place.
By focusing on developing a plan for your whole life, not just your money, we can help you balance enjoying the here and now whilst preparing for the future. We believe it is about living a great life now, not just going without now so you can do the things you really want in the future.
We put a simple plan in place for your whole life with a clear strategy around what you want to achieve. Then we work together to keep you on track so you get the results you want. Our focus is on delivering the outcomes you want so we work to ensure you are getting the results you need.
Advice & Implementation
We will review your existing policies and make recommendations on how best to manage your wealth, this will include tax planning to make sure maximise the allowances available.
As part of our service, we will advise and set up any new policies such as pensions, investments or protection to give you best chance of success.
As independent financial advisers we research the whole market to find solutions that will meet your objectives.
We provide advice on ISAs, Pensions, Insurances, EIS, VCTs, Investment Accounts, SSAS, SIPPs as well as other financial products.
Ongoing Financial Planning, Advice & Investment Management
Investments
We provide ongoing financial advice and investment management for your portfolio. Our goal is to keep you on track so that you can stay focused on the things that matter most to you.
We'll keep an updated plan based on your current financial situation, goals, and objectives. We'll also review your objectives regularly to make sure they're still aligned with your current needs.
Helping you to build wealth over the long term
We help on your investing journey, help you avoid the pitfalls and how to take advantage of the returns that are available to all successful investors.
Our ongoing service includes a face-to-face planning & advice meeting each year, tax planning, and advice regarding your financial products, this includes rebalancing your investments.
Here’s a guide you’ll love…
What do you want your future family finances to look like? Read our guide to financial planning for parents…