Life Wealth Plan

10-year life wealth plan

Once we have understood your personal goals we can then help to you to formulate a 10 year life wealth plan that aims to ensure you turn this cash flow into life changing actions. These can be from affording the house you have always wanted, putting your children through private education, buying the car you’ve always wanted or allowing you to retire much earlier than you ever dreamed possible.

Whilst many business owners spend most of their time planning the affairs of their company, they spend too little time considering their own personal financial position. The development of a life wealth plan could enable you to save enough money to be financially secure in retirement.

Many business owners see their business as their ultimate retirement fund but this may not be a viable option at the time you need it.  A financial life wealth plan will consider:

  • Life cover to protect you and your family
  • Tax efficient pension planning
  • Maximising your ISA portfolio
  • Tax efficient investments
  • The value and saleability of your business
  • Your planned retirement date

Contact us to arrange a no obligation introductory meeting to discuss your financial planning needs and how we can help you in more detail.