Financial Life Planning is a process designed to discover your overall goals in life before formulating a financial plan. In doing so your finances fully support those goals, and progress towards them can be tracked annually at review.
Traditionally financial advisors have focused on the numbers—budgeting, investments, taxes, or insurance–without exploring the broader context. This is where a truly holistic approach can uncover what really matters to you and how you can plan to get there.
Consider these questions…
“If you had more time, and money was plentiful, what would you do?”
"What are your goals over the next 5 to 10 years in terms of family, career, lifestyle?"
"Is there anything you wish you had embarked upon but lack of money or time has prevented you?"
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.
Alison Davis and Adrian James are authorised and regulated through Mulberry Wealth Management Ltd. Mulberry Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 499351.