THINK ABOUT HOW YOU WANT YOUR LIFE TO LOOK LIKE.
GOT SOME QUESTIONS ABOUT HOW WE WORK WITH OUR CLIENTS?
WANT TO SEE HOW WE CAN HELP YOU?
Book a 20 minute free discovery call with Katie Mansey our client relationship manager
If you had enough money how would you choose to live your life?
I’ll be honest. Lifestyle Financial Planning isn’t for everyone! Thinking about your how you want your life to look and how you can afford that is a big question, that not everyone wants to ask.
But, if you’re the kind of person who loves setting goals, you’re thriving in your career or have big plans for your business, then it gives you HUGE power to live the lifestyle you want.
If you have a lump sum, perhaps from an inheritance or earned through your success, then it also makes a lot of sense to take a more holistic approach to your finances.
But Lifestyle Financial Planning goes further than those individual products on their own, thinking about your complete financial future.
How can you make a significant change for a better financial future?
I always have the passion and drive to help women in making smart financial decisions. That is why part of our service is the holistic financial planning – mini plan, which will help you get clarity of your financial end goal and identify what steps you need to take to achieve it. If you are somebody who is unsure of what you’ve got and where you are going…. THIS IS FOR YOU.
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How can we help you?
With a mini Lifestyle Financial Plan, you’ll have a clear, personalised map of:
- Where you are with your finances right now;
- Your goal – exactly where you want to be;
- And what you need to do with your finances between now & then, to make it happen.
You’ll see what you’re missing & exactly what you need to do, to be in the financial position to live the life you really want, in the timeframe you want.
Am I the right person to help you with this? As a hugely ambitious business owner myself, I get how it feels to want more from your life. Of course, we can help with things like your mortgage, pensions, investments or life insurance. I’m passionate about helping women make really smart financial decisions, because I know the huge difference it makes.
I’m not only qualified to help but, being ‘Independent Financial Advisor of the Year 2019’, a Times Top 100 Financial Advisor, TEDx Speaker & Author, I hope I’d be the right ‘fit’ to work together too.
So if that sounds interesting, all you need to do now is click the button below and book for only £795.
NOTE: We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted which will require us to share your personal information with our advisers and our group of companies. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our privacy policy.
