We first create your personalised Lifetime Plan, which provides a snapshot of current financial arrangements and expenditure, we then fast forward to see what the likely results are in the future, quickly identifying potential issues. We can then work together to identify your individual goals and lifetime cashflow needs.
Once your Lifetime Plan has been created, we apply our knowledge and skills looking for potential opportunities and risks. At subsequent reviews, track progress against your individual goals.
The powerful and flexible ‘What-If’ features in our system allow us to test recommendations. We can model almost any scenario and plan accordingly based on probability, relative risk and your goals.
The ultimate aim of this process is to ensure we can answer the big questions you may have, such as, “What happens if?”, “Will we be alright?” and “Can we afford to?” We can model the implications of premature death or disability and calculate any life insurance shortfalls. Any potential shortfall in savings can also be identified, which can be very helpful for retirement planning.
Knightwood Court, Mead Road, Bristol, BS34 8PS
