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
I wanted to plan for my family’s long term financial future and was recommended Adam by a close friend. He instantly made us feel valued, fully supported, and offered advice which best suited our finances and situation. I cannot rate him, or the service, highly enough and look forward to his ongoing support.
You put your life and future in the hands of a financial advisor and consequently a high degree of trust is placed in them. Having been Phil‘s client for many years now I can honestly say he is a safe pair of hands. His advice and knowledge has certainly helped us achieve our financial goals. His calm and personable manner make our meetings a pleasure, even when dealing with complex financial matters. I would recommend Phil to anyone wanting a secure financial future.
There are two areas of importance to ourselves, first our funds grow above inflation and second we can plan ahead for our future retirement with confidence. NOW Financial Planning has achieved on both counts and we are more comfortable and relaxed than at any time in our lives!
*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