“…It gave a very good and accurate account of our current status together with predictions which will enable us to plan our future with some certainty. In the current financial situation it is comforting to know that this level of accurate planning is available to us.” Mr & Mrs N & B Hatch
Financial Future offers a comprehensive financial planning service which helps clients identify, achieve & maintain their desired future lifestyle without the fear of ever running out of money.
We believe in telling our clients the real truth about money. This is not whether “this fund” is better than “that fund” or “this product provider is better than that one”. (We’ve found that some clients have experienced that approach from previous advisers and find it dull and boring). The truth about money is far deeper, and far more important than “products”.
Have you ever asked yourself?
What do I want to achieve with the remainder of my life?
When can I stop doing what I no longer enjoy doing?
When can I start doing what I really love doing?
What do I need to do to ensure that I NEVER run out of money?
What do I need to ensure that my family is totally financially secure WHATEVER happens?
And perhaps the biggest question of all.....
How much money is enough?
These are the important questions that need truthful answers. To provide these answers we go through a detailed process to help you develop your plan to attain financial independence.
We work with you in the comfort of your own home, planning every element of your financial future; we will then be able show you what your lifelong cash-flow will look like. Then if that is not the future you desire, we will work with you to develop a personal plan that will change your lifestyle to the one you want. We then ensure this plan is reviewed on an annual basis so you can stay on track to achieve that future lifestyle.
This is what some of our clients have said about their experience:
“The plan has enabled us to identify key times where our finances will impact on our lifestyle and as it is a live plan we can see where we can make changes in time to ensure we meet our long term objectives…” Mr & Mrs D McColl
“We would like to thank you for giving us the opportunity to take parting the initial implementation of your Financial Lifestyle Planning project.
The benefits of this project are clear and we would highly recommend this process to others.” Mr & Mrs K Hosie
“Although finances and circumstances may change in the future, feel the Financial Planning process has given me a more positive outlook, and an ability to have greater control of my own financial security both now and in the future.” Miss D Andrews
If you would like to know more about Lifestyle planning then please contact Paul on email@example.com
Financial Future Associates LLP is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority.
Lifestyle Planning is not regulated by the FSA.