To help us to plan more effectively for your future we will use financial modelling software, which allows us to gain clarity and answer questions, such as:

• Am I saving enough for my retirement?
• Can I retire early?
• How much do I need to sell my business for to become financially independent?
• How do I create financial security following divorce or a relationship breakdown?
• I am expecting a large payout following an IPO, how far will this money go and what will my life look like going forward?
• Can I reduce my working hours/what impact will parental leave have on my plan?
• How much do I need to save to support my children through university?
• Can I afford to make a gift to my children and maintain my current lifestyle?
• If I get hit by a bus tomorrow, what financial impact will this have on my plan and my family?
• What can I do to reduce my inheritance tax?