LIFE CENTRED PLANNERS
ESTABLISHED IN 1997
EXPERT CLIENT TEAM
HEAD OFFICE IN KENT
INDEPENDENT & IMPARTIAL
SERVING OVER 100 CLIENT FAMILIES
We can help you to:
- Build wealth & create financial independence
- Protect & preserve wealth for the benefit of yourself & future generations
- Transition into and through the various stages of life
- Live the best life possible with the money you have available
and help you answer some of life’s biggest questions:
Can I live the life I desire without the fear that I will run out of money?
Will my wife/husband be ok if anything happens to me?
Can I help the children financially?
What if we need care in the future?
Who can we trust to help with our finances?
LIFE CENTRED PLANNING
Align your money with your time & values
Achieve your goals & dreams
Optimise your return on life
Please see our 3 Life Centred Planning stages below, click on each for more information.
1. LIFE CHOICES
The first stage involves establishing where you are today and where you want to be, as well as any barriers standing in your way. We consider your family and (where relevant) work/ business dynamics, the choices available and the trade offs that you may need to make to achieve the vision of your best possible life.
2. FINANCIAL PLANNING
In the next stage we create a Financial Strategy Blueprint, running cash flow projections, ‘what if’ scenarios and establishing your Investment Policy Statement. This stage in the process concludes with your Action Plan – a detailed implementation roadmap designed to support the choices you have made and turning your vision into achievable reality.
3. WEALTH ADVICE
Stage three is about fulfilling your vision and plans through the provision of detailed advice on investment portfolios, tax, income and estate planning strategies, and risk mitigation. We implement the advice provided, review your plans regularly and deliver ongoing support and counsel, always on hand to provide the advice required whenever your circumstances change.
We implement the advice provided, review your plans regularly and deliver ongoing support and counsel, always on hand to provide the help required whenever your circumstances change.
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Strategic Wealth Management
1 East Point
Seal, Kent TN15 0EG
T. 01732 760 000
F. 01732 763 816