How We stand apart
I am not a traditional financial adviser and this isn't traditional financial advice
Financial Planning That Helps You Design the Life You Actually Want
We help high-achieving professionals align their life, wealth and purpose. So you can live well now and have a secure future.
I am not a traditional financial adviser and this isn't traditional financial advice
For Professionals who want structure, direction, and confidence around their next financial moves.
Working towards a specific goal or want to have a solid foundation in place.
90-minute planning session + personalised Financial Blueprint PDF.
Walk away with clarity, direction, and a simple plan you can act on immediately.
High achievers looking to realign their life and wealth for deeper purpose, freedom, and impact.
A transformational programme for those that are ready.
90-day deep dive. 4 SESSIONS - Life planning, vision mapping, WEALTH strategy, ROADMAP.
Realign your wealth with your life and move forward with confidence.
Ultra-high-net-worth clients with complex needs or family structures.
fOR CLIENTS WITH COMPLEX multigenerational decisions IN NEED OF big-picture guidance.
a BESPOKE SERVICE DESIGNED AROUND ALL YOUR FINANCIAL & LIFE NEEDS.
Trusted partner for long-term wealth direction & FINANCIAL DECISIONS.
Clients say they feel more assured and relaxed, with many saying they wished they had done it sooner
Please note, a pension is a long-term investment and the value is not guaranteed. Any advice or considerations are personal to each individual’s circumstances. The Financial Conduct Authority does not regulate Cashflow Planning.
Basically, we'll help you to understand whether you are going to be okay financially.
Have the right financial foundations in place.
Have a tax efficient wealth and investing strategy.
Protect your family should you die or become seriously ill.
Are investing enough for the future.
Have a financial strategy in place to achieve the life you want.
Avoid fads and focus on what has always worked.
Balance living for the now and taking care of the future.
Get financially organised.
Julia and Mark wanted to stop work at 60 without sacrificing their lifestyle today. We built a plan around what mattered most which including setting up SIPPs to buy commercial property, unlocking £37,500 in tax savings, and reshaping their pensions for long-term flexibility.
Now, Mark has stepped back from his business. Julia feels empowered to grow hers. And they’re planning a holiday home in Spain with total confidence in the future.
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.
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.
Fixed-fee, jargon-free advice. 100% focused on your life & goals, not product sales.
If you're ready for clarity, confidence and calm, it starts with one simple step
If you’ve built wealth but feel like the big picture is missing, now’s the time to pause, step back, and reset with intention.
Book a Free Clarity Call or take the Live Well Scorecard for your first step to more clarity.
