Long-term Planning

No-one can predict the future, but we can help you prepare for it.

We help you work out what your aims are for the future; how long you want to work, how much money you want in retirement, how much you want to save and to give away.

Based on this, and a full understanding of your present situation, we can build models of how your financial future might look.  This will show up areas where your expectations may not meet reality.

We can then draw up a plan together to address any shortfalls.