So are you ready to start planning for the best life possible?
Are you looking for expert assistance to help you prepare for and support you along this journey?
If so, you’ve come to the right place.
Life focused Financial Planning is about squeezing everything you can out of life.
How can you do this if you aren’t planning effectively?
Our passion is to help you design and plan your future.
Once we’ve achieved this, we’ll work with you for life to ensure you live life on your terms and nobody else’s.
We strongly believe Financial Planning isn’t just about the technical skills but the human skills too
Our Financial Planners understand the importance of listening carefully, empathy, being realistic, flexible and communicating in a clear and jargon free way.
SEE WHAT OUR EXISTING CLIENTS SAY ABOUT US
Phil has been instrumental in getting me to think about where I want to be “post work years”. His approach really shines a light on key areas to focus on and he never pushes any products on you. I would highly recommend Phil and his team, especially if you want to get yourself organised and focused on what matters to you.
Over the course of the last 20 years Andrew, and latterly Ceri, have worked hard to help me achieve my financial goals, and have done so very successfully. Supported by a really professional team at NOW, their service and support have been superb and I would recommend them to anyone.
Andrew Morgan has given us fantastic financial advice and for over twenty years. During this time has helped our portfolio grow giving us a real chance at financial independence. Over the years Andrew has not only given us sound realistic financial advice, he has also checked on our individual and family happiness. Helping us make the most of life, living in the here and now, while planning for the future.
*Past performance is not indicative of future performance.
Get a Copy of Our Book: It’s Time to Really Live
Our NOW book is packed with our existing clients’ passions and pastimes. Plus – top tips to help you achieve your own.Register for your copy here