The Benefits of Wealth Planning with DB Wealth Planning and Preservation

Wealth Planning

Here at DB Wealth Planning and Preservation, we like to think of ourselves as your financial Sat Nav, helping you get from where you are now to where you want to go. Fortunately for you, that is exactly what our Wealth Planning services offer. Our Work Option Lifestyle Financial Plan™ provides you with a clear strategy to achieve your goals, and transition to a work optional lifestyle.

“What does the Work Optional Lifestyle Financial Plan™ package involve?”

As part of this package, we will go through your current assets and capital, from which we will devise and present a plan for your financial success. To make it simpler for you, we have developed the 6-step CHOICES program:

  1. Collate: We find out what matters to you most and gather information.
  2. Highly Detailed: Analyse and review your finances and goals.
  3. Options: We present you with several scenarios that will help you get to where you want to go and achieve a work-optional lifestyle.
  4. Implementation: we build your financial Life Plan with projections and goals.
  5. Clarity: The plan is a clear route map to achieve a work optional Lifestyle.
  6. Empower: This includes services like regular reviews, coaching and goal setting, which are optional at an additional cost.

In our experience, many clients have amassed a reasonable estate and suspected that they may be able to retire early, but they just want to be sure.

“How Can I Benefit from Wealth Planning?”

Wealth Planning with DB can provide a range of benefits depending on your circumstances and priorities:

Retirement

Have you grown tired of the 9-5? Perhaps you’d like to stay in work part-time, but would like to know if you can cut down on hours? By making the necessary arrangements in advance with our Work Option Lifestyle Financial Plan™, you could enjoy retirement much earlier than you think, with a comfortable sum in your bank account. In fact, in 2015 the MetLife Value of Advice Report found that, at retirement, those who took advice from financial advisors had an average of £50,000 more in their pension pots than those who didn’t.

Financial Understanding

At DB Wealth Planning and Preservation, our experienced advisors will help walk you through your assets, and take out any complexities of your finances, so you know where you stand and what you need to do to achieve your end goal, without being of detriment to the longevity of your capital.

Investment and Proper Management of Finances

The International Longevity Centre published a report in 2019 which demonstrated that Brits who took professional financial advice between the years of 2006 and 2011, experienced an average increase in their assets of over £45,000 after 10 years. This could be you! All you need to do is give us a call.

To find out more, or to book an initial meeting with us, call 01293 889 377 to speak to a member of our team. We look forward to hearing from you.

Read our blog on ‘Goal Setting, Accountability, and Work-Life Balance’

Read our blog on ‘The Consequences of Neglecting Your Estate Planning’

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