Lifestyle Financial Planning

Once we understand your priorities and what is important in your life, we can help you achieve your goals.

Our cashflow modelling tool helps us to help you take control of your finances. We will work out how much capital you will need to live the life you want, without worrying about running out of money.

The basis of this is to take the financial information we obtain from you and analyse it against the cost of your current lifestyle. This includes any known future changes such as education costs, and planned future capital expenditure , for example buying a new car or moving home.

Once we do this we can show what you need to do to achieve your goals, and suggest how to protect yourself against the inevitable bumps in the road.

Protection plans  :

  • Life cover
  • Critical Illness
  • Permanent Health Insurance (PHI)
  • Whole of Life
  • Private Medical Insurance”

We will produce our Lifestyle Financial Forecast for you.  This is a working document that will form the basis of our future discussions to make sure you can live the life you have planned for.

What else can we help you with?

AJ Bell:

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