Work to Live Blueprint

The Work to Live Blueprint provides steady structure, clear direction, and renewed confidence, helping you move through transition with purpose and power.

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Who It’s For: Your Path to Clarity

This program is designed for those navigating significant life changes. Whether you're shifting careers or seeking financial insight, we provide the support you need.

  • Career changers
  • Families in transition
  • Professionals needing financial clarity

Discover What You Will Receive

Our program equips you with essential tools and insights. Experience a transformative journey towards financial clarity and confidence.

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Pre-meeting reflection prompts

Engage in pre-meeting reflection to maximize your session.
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Financial Architecture Session (90 mins)

Enjoy a comprehensive 90-minute session tailored to you.
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Personalised Blueprint PDF

Take home a detailed plan for your future.

You’ll Walk Away With:

When you complete the Work to Live Blueprint, you’ll walk away with everything you need to make empowered decisions about your future. Here’s what you’ll gain:

  • A crystal-clear understanding of where you are financially — and what’s possible based on your personal goals.
  • Your “Freedom Number” — the amount you truly need to live life on your terms, without guesswork or overwhelm.
  • A simple, actionable plan for managing your pensions, savings, and investments, designed to support your transition and future security.
  • Renewed confidence to move forward with your decisions, without second-guessing or fear holding you back.

Outcome

£1,995 (fixed fee)

No hidden fees. One investment for lifelong clarity.
One fixed fee for clarity and alignment.

I highly recommend Ian if you’re looking for some financial advice. I’ve had a few financial advisors in the past but so glad we were referred to Ian who is definitely not your typical IFA and will no doubt remain ours for life.
Ian stood out because he really wanted to understand our goals in life and tailored the approach rather than just jumping straight into the bob standard money conversation.
I’ve come to really trust Ian and he is also a really nice bloke which makes all our interactions really good fun as well as productive.

Jon Senior Eexecutive,

I'd recommend Ian to anyonewho is seeking advice on financial planning. He has guided me through somechallenging times but what is constant is the sound advice he offers, tailoredto my specific circumstances because of the time Ian gives to understanding myneeds. He has balanced what me and my family need today while laying thefoundations to support us later.

Chris, Senior Executive

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 holistic view and delivers simplicity.

Ben, Business Owner

“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 hard working business owners.”

Caroline, Business owner,

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