When what matters is to:

Know you’re making the right decisions

Having money can feel like a huge responsibility. Even if you’re confident with your finances, coming into a large or unexpected amount of money can push you into unfamiliar territory…

“Have I got enough to take a break? How much should I put away for the future? Savings or investments? Pensions or ISAs? Which funds? Low risk or high growth? What about tax?”

So many questions. Too many choices. How do you know if you’re making the right decisions?

That’s where we come in.

We help you explore the different options available to you and make sure you understand how each one might work for you now and in the future. Then we’ll create a clear financial plan to take you from puzzled to positively confident.

See what it’s like to work with us →

Meet Zoe*

After Zoe sold one of her apps to a big tech firm, she approached us to help her figure out what to do with the money. She knew there had to be a better strategy than leaving it to languish in her savings account, but was overwhelmed by the sheer number of options and a lack of time, or inclination, to do any serious research.

Whilst she wanted to be ‘sensible’ and set herself up properly for the future, Zoe also felt she deserved a little breathing space (and a few extravagances) before diving back into another business.

Our priority was to help Zoe balance her current needs with safeguarding her assets for the future. Modelling potential cash flow scenarios allowed us to create a plan that would achieve both; a long-term strategy to steadily grow her pension and investments, combined with income and immediate savings to see her comfortably through the start-up phase of her next venture. We also introduced Zoe to a specialist firm of accountants to help calculate the tax due on the sale of her business and claim any allowances available.

As the new business develops, we’ll be on hand to review and refresh Zoe’s strategy. In the meantime, we catch up on FaceTime every so often so that Zoe can update us on her plans and talk through the impact these may have on her assets.

Now, instead of daunted by the responsibility, Zoe feels in control of her finances and, most importantly, she has the freedom and time she wanted to wholly pursue her next big thing – whatever that ends up being.

*Names and some details have been changed to protect our client’s confidentiality.

Can we help you to make the right decisions?

We’d love to hear from you:

Call us on 01326 210131

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