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You have worked hard your whole life creating your wealth. You want to leave a lasting legacy to your family and offer them choices for their future. Protecting and preserving your family’s wealth is important. The estate planning process can be complex and emotional. Our estate planning specialists work with you to develop a long-term succession plan that aligns with your goals in life and personal wishes for your family.
Our Work Optional Lifestyle Financial Plan ™ provides you with a clear strategy to achieve your goals. It’s a plan to show you that work is optional rather than compulsory until normal retirement age. We use all our extensive experience in personal financial planning to create a road map to your financial success and your work optional financial position. It will enable you to make the right choices and achieve the right balance between your current responsibilities and future aspirations.
You have worked hard your whole life creating your wealth. You want to leave a lasting legacy to your family and offer them choices for their future. Protecting and preserving your family’s wealth is important. The estate planning process can be complex and emotional. Our estate planning specialists work with you to develop a long-term succession plan that aligns with your goals in life and personal wishes for your family.
A wonderful testimonial from Steve Clout, one of our longest-standing clients.
If you’d like to achieve a work-optional lifestyle with our personal financial planning services, make an enquiry today!
Financial Disclaimer
Wealth Preservation incorporates wills & trusts. Work Optional Lifestyle Financial PlanningTM incorporates cashflow modelling. Neither service is regulated by the Financial Conduct Authority. If our experience indicates that efficiencies could be made, you will be referred to your financial advisor or you will be introduced to our recommended advisor.
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