Financial well-being and coaching
LIFESTYLE FINANCIAL PLANNING – WEST SUSSEX, SURREY & BEYOND
We help individuals and businesses in West Sussex, Surrey and beyond to explore your goals and desires so that we can develop a lifestyle financial plan that puts you on the right tracks towards achieving them.
Where are you now?
Where do you want to be?
What would you like to accomplish?
Your life plan begins with your story
YOUR LIFE
We all have a story. It’s what makes us human and it’s what makes us tick.
We listen to your story and ask challenging questions; digging deep to find out what would really make you happy.
OUR GUIDANCE
We evoke emotion and instigate conversation around what you need to make your dreams a reality.
Then we offer expert advice to put you on the path to achieving them.
YOUR PLAN
Using advanced financial forecasting software, we project a range of possible scenarios, ensuring they will not derail your life plan.
Then we put your lifestyle financial plan in action, reviewing it regularly to ensure you’re on track.
THE LIFESTYLE FINANCIAL PLANNING 4-STAGE PROCESS
During our first meeting we learn all about you and your situation and you learn about us and how we can add value to your future lifestyle.
The second meeting is all about you, your hopes, dreams, aspirations, fears and what your true wealth really looks like.
Meeting three uses various sophisticated forecasting tools to find a way through anything holding you back (financially and otherwise) so that we can create a financial planning strategy for your future.
Our final meeting will ensure you understand all elements of the plan we have agreed, and are in a position to put it all into action.
Having money shouldn’t be the aim in itself. It’s what it does for you that’s important.
We explore your life aspirations in-depth, developing a realistic life-centred plan to help you achieve them. We do not simply look at what you have now, but what you will need in the future, based on your specific desired future and not a generic model.
Once we know what you need to generate to give you the lifestyle you desire, we can make your money work for you and put you on the path towards genuine financial independence.
Want to start enjoying your desired lifestyle sooner rather than later?
Know what you want from life, but unsure if your finances will allow for it?
Wish you could achieve financial freedom?
Confused about the true reality of your current financial position?
Want to realistically project where you are financially headed?
Unsure how to deal with financial obstacles that could de-rail your life plan?
We begin with the future you aspire to and then work backwards to determine the best way to get you there. Selling products and investments is never our primary focus. With lifestyle financial planning, it is you that comes first as we seek to discover your deepest life goals and develop a plan to make them financially possible.
LIFE CENTRED PLANNING SOFTWARE
ONE OF ONLY 100 REGISTERED LIFE PLANNERS (UK)
UNIQUE LIFE-CENTERED APPROACH
a lifestyle financial plan combines human empathy and understanding with advanced software and projections, to explore likely occurrences and the impact that a number of possible scenarios would have on you.
THE HEART OF LIFE CENTRED FINANCIAL PLANNING IS ENSURING YOU HAVE ENOUGH
At the very core of lifestyle financial planning is the belief that your money should enable you to achieve and maintain your desired lifestyle at the earliest opportunity.
By aligning your financial assets with your life goals, we can make sure that however long you live, you will always have enough money to maintain your lifestyle.
PROVIDING CONFIDENCE THAT YOUR CORE RETIREMENT GOALS AND AMBITIONS CAN BE FULFILLED
HERE’S WHAT WE’LL DO:
- Get to know you and your situation
- Arrange a vision meeting to determine what you really want from life
- Understand your dreams, aspirations, fears and what your true wealth really looks like
- Arrange an obstacles meeting to find a way through whatever is holding you back – financially and otherwise
- Forecast how much you will need during retirement for the lifestyle you desire
- Create a financial plan for your future
- Ensure you are contributing enough to reach your goals
- Review your existing investments to make sure they are aligned with your life plan
- Ensure your investments are achieving the required growth at your comfortable level of risk
- Make sure you are maximising all allowances
- Continually review your plan to allow for any life changes and keep you on track
GET IN TOUCH:
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Global Financial Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. Details can be found at www.fsa.gov.uk under reference number 506634. Global Financial Ltd is registered in England, no. 00922704.
The Financial Ombudsman Service (FOS) is available to handle individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk