Wealth Planning

Your Work Optional Lifestyle Financial Plan ™ provides a clear strategy to show you Work is Optional rather than Compulsory. It details where you are now and where you want to get to.

It's time to start enjoying life!

Are you confident in the knowledge that you are on the right track to financial security? Do you feel you might be burnt out by the time normal retirement age comes round? Could you leave your job tomorrow? Is it possible to relax a little and enjoy life more? These, and others, are important questions to ask yourself.

A Work Optional Lifestyle Financial Plan ™ allows you to evaluate your financial position clearly and honestly.

wealth planning

Could it be possible?

Would you like to know that work could be optional at an earlier age than you had initially thought?

Wouldn’t it be nice to know, that with your investments in place now, you could live the life you have been accustomed to! Without the daily grind of going to work, without fear of ever running out of money.

Don’t get us wrong, if you want to carry on working that’s great! However if you wanted to reduce your hours or days and start to do the things you had always dreamed of doing, with the knowledge that your disposable income wouldn’t be affected, would you do it? Of course you would!

Your Work Optional Lifestyle Financial Plan ™ enables you to make incredible choices! It provides a route to achieving your goals and alleviating your fears.

What our clients say

Pauline has wise words – she would advise you to start saving for your future as soon as possible.

For more information and to order your FREE Work Optional Lifestyle Financial Planning™ guide go to www.dbwpp.co.uk/lets-get-started/

If you’d like to achieve the same, contact us today!

How does it work?

Our Work Optional Lifestyle Financial Planning ™ Service provides you with a clear strategy to achieve your life goals. It goes through, in fine detail, where you are now and where you want to get to. We use all our 30+ years of experience to lay out a ‘road map’ to your financial success and your work optional financial position.

We have found through our extensive research, that many clients in your position have amassed a reasonable estate in savings, pensions, equity in your property and whilst you have an inkling that things are okay, you would just like to be sure.

For a business owner or executive the Work Optional Lifestyle Financial Plan ™ is designed just for you. Very often you don’t want to retire. Knowing that you have enough money to live the rest of your life, without fear of ever running out, makes your work position optional. This reduces the stresses of the day-to-day running of your business, making it:

1) more enjoyable
2) less stressful.

Your perspective on life changes positively when you realise that work is optional and not compulsory!

wealth planning


We have created a 6-step CHOICE program called The Work Optional – Lifestyle Financial Plan.

The program parts are as follows:-