Success isn’t the problem, true alignment is.
AlignedLife is a premium 75-day experience to help you step back, get clear, and redesign your life, wealth and purpose. So the next decade becomes the best of your life.
This is for people asking: What’s next?
Not just financially but for their life.
Clarity. Alignment. Wealth with Purpose.
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Your Four-Part Alignment Framework
Uncover what truely matters and where you are currently out of alignment.
Visualise the life you want and map the financial reality behind it.
Align your finances with your future and build a personalised strategy
Walk away with a clear, confident plan and the mindset to live it.
This is more than a financial plan. It’s a reset for how you live, decide, and move forward.
You’ll also get a FREE analysis of your existing pensions, ISAs and insurances - so you have a clear picture of what you have and what if anything could be improved.
The AlignedLife Plan isn’t mass-market advice or by-the-numbers planning. It’s a bespoke, highly personal experience - designed to help you align your life, wealth and purpose.
This is about working closely with the right people, those who are open, thoughtful and ready to take a fresh look at how their wealth, life and purpose align.
If you’re ready for that kind of experience, we’d love to explore whether it’s the right moment for your reset.
Due to the deep, personalised nature of the AlignedLife Plan, spaces are strictly limited to ensure each client receives the highest level of attention and care.
We only take on clients who are a great fit. That way, we can give each person the attention, energy and strategic focus they deserve.
All fees agreed before work undertaken. These optional services are for clients who want advice with specific financial products and investment recommendations. Independent Financial Advice.
Total fees typically range from £2,500 to £3,500 for consolidation of plans, with complex cases ranging from £4,000 to £5,000.
More complex work such as EIS/VCT or trust planning would be fixed fee starting from £5,000.
Your life will change. Your strategy should evolve with it. To keep your RealignedLife Plan on track, you can choose to continue working together through one of our ongoing service tiers.
Ongoing support is tailored to how much involvement and support you want, not how much money you invest. We focus on alignment, life & wealth strategy and structure. Investment management is optional, available at a fixed fee where needed.
Perfect for clients who want to maintain alignment while taking a more hands-off approach between annual reviews.
Recommended for clients with evolving financial situations who benefit from more regular strategic reviews and adjustments.
Not everyone wants ongoing investment management. However, for clients who want to outsource this aspect of their finances we charge fixed fees.
Our investment oversight isn't about chasing performance. It's about making sure your portfolio remains aligned with your goals, tax-efficient, and strategically structured.
Book a Free Clarity Call or take the Work to Live Scorecard to see if it’s the right time for your AlignedLife.
Work to Live AlignedLife ScorecardWant to explore if it’s right for you? Book a Free Clarity Call.
