We understand that work pressure can make it almost impossible to focus on your own long-term plans.
You want to know how to grow, save and use your wealth.
You work very hard for your money, but you are not sure if you are making the right decisions with it.
You're too busy to think about the future.
As a result of your high pressure career, this makes it very difficult to concentrate on how a life after work may look.
Your retirement plans are in the air.
You are not sure how your retirement might look and how much money you need to have a comfortable life.
We have worked with people from:
LIFESTYLE // FINANCIAL // PLANNING
This means we look at your dreams and ambitions first.
We don't head straight to the money or the products, instead we focus on your big plans before anything else.
We are experts in personal finance.
Once we know where you want to go, we help you put strategies in place so your hard-earned money gets you there.
This is not a sale, it's a relationship.
Financial Planning is a long-term collaborative partnership that keeps you on track and gives you a useful guide along the way.
Make sure the important things happen.
Even when hearings get in the way.
Build a plan that makes your money work as hard as you do.
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Think big about your future.
We know that being so busy can prevent you from thinking about your future. We're here to help you change that.
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Understand how much is enough.
More money doesn't mean more happiness. We'll help you grow your wealth and use it wisely in a way that works for you.
Have a partner on your side.
Gain a professional on your team who knows you and understands what you're looking to do with your money and your life.
To do this, we've developed a simple, 3-step process:
1.
We listen.
First, we seek to understand where you are currently; your point A. This means asking you lots of big questions and truly listening to what you have challenges with at the moment.
2.
We explore.
Next, we explore with you and your partner where you want to get to in future; your point B. This involves big-picture thinking and getting creative with your future plans.
3.
We build.
Finally, we build a strategy to get you from point A to point B, and keep you on track to make sure that you reach point B. We keep in touch with you regularly to ensure the plan remains suitable for you.
Jeremy Pooley
Financial Planner
Jeremy is a highly qualified and fully independent financial planner who is an expert in working with those in the legal sector.
He has 15 years of experience in working with legal professionals, including partners of Magic Circle Law Firms, KC's and Supreme Court Judges.
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100%
of our clients feel more confident in their financial future.