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What is Lifestyle planning?

What is Lifestyle Financial Planning all about?

Most financial advisers offer good, sound advice but their focus if often centred on recommending products rather than advice that can enhance clients' lives.

Listening to financial advisers, or indeed financial journalists, debating which pension, investment or tax planning ruse is "best”, is generally not terribly exciting. Whilst the choice of the appropriate product is extremely important, this is something that happens towards the end of our comprehensive Lifestyle Financial Planning service.

We pride ourselves on offering comprehensive, sound, tailored advice for individuals, centred on each person's unique needs.

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Lifestyle Questions

Lifestyle Financial Planning is design to help you answer some of the bigger questions in life.

“When can I work because I want to, rather than have to?”

“What do I have to do to ensure I never run out of money?”

“How much do I need to earn, save or sell my business for, to give me what I want out of life?”

“Exactly what level of investment return do I need to achieve my objectives?”

“How can I reduce my Tax liability?”

“What can I realistically hope to achieve with what’s available to me?”

Lifetime cash flow modelling can help you to understand the reality about money.

Mark Bugden

We offer a friendly and professional approach to all our clients. What we do is to make sense of it. We organise our clients’ finances so they know how much money they have, where it is, how hard it’s working and what it’s doing for them

We are based in Chertsey and London, Mark is focused on private and business clients in the local area. This includes Virginia Water, Ascot, Staines, Weybridge and Woking.

Also we have many client living and working in London, we can arrange meetings in London. Of course we do not limit our service by area and in fact have client around the UK and overseas. Email Mark.

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