Helping successful professionals across the North West align life, wealth & purpose to create a life they don’t want to retire from.
Our Life-First Wealth Strategy brings clarity, confidence & freedom.
So you can live well now without messing up the future.
Your Freedom Number
Know exactly what “enough” looks like and when work becomes optional.
A Values-Aligned Strategy
Your plan reflects what matters most, not just what’s tax-efficient.
Financial Structure with Life Built In
Pensions, investments, RSUs, Insurance all working together, not in silos.
You’ve built success. Let’s make sure it adds up to a life you’re proud of.
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✅ Chartered & PFS Fellow
Trusted expertise backed by credentials & experience.
✅ Clear Fees, Full Transparency
No surprises, just honest clear value.
✅ A Decade of Real Results
Helping professionals turn wealth into freedom.
We don’t just hand you a plan & wish you luck. We stay in your corner as a thinking partner, helping you make confident decisions as life evolves.
Dave, a senior exec earning £500+ (mostly in RSUs), came to us with one question:
“Can I afford to make work a choice at 60?”
We mapped out his full financial life, optimised his investments and protected his RSU income. His projected retirement assets grew from £1m to £2.5m. He now feels confident for the first time, can spend more freely today without worrying about tomorrow.
“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.”
Julia and Mark were in their early 50s and wanted to stop work at 60 but didn’t want to put life on hold in the meantime.
We helped them design a plan that aligned with what mattered most, including setting up SIPPs to buy commercial property, unlocking £37,500 in tax savings, and reshaping their pensions for long-term flexibility.
Now, they feel clear, confident, and in control. Spending more now knowing the future is taken care off
