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Work To Live Financial Planning

Work To Live Financial Planning

Company Description

We provide independent financial advice and financial planning to business owners across the UK.  Working with our clients to help them build their wealth over the long term whilst living a great life now.

We have a life first, money second focus.  Our aim is to truly understand what you want your life to look like and then help design a plan for your money around this.

Our mission is help you achieve your version of financial freedom.

Our Service:

We understand the problem business owners face when it comes to finding the time to manage their money.  We can help with all areas of financial planning & advice from ensuring you have the right pensions in place, to making sure that your business has the right insurances in place such as relevant life or shareholder protection.

It you are time poor or prefer to outsource this complex area we can help ensure you make the right financial decisions.

We offer a comprehensive range of services from tax planning, wealth management, pension planning, cashflow management, risk management & financial life planning.


KEY INFO

All our clients are built a personalised financial life plan designed around what really matters to them, we then help ensure that the right financial products are in place to make their plan a reality.

This gives clients peace of mind, clarity and confidence over their money.  We also save clients time and effort by taking care of their investments and pensions, making sure everything is as tax efficient as possible.

 

Who are the product and services aimed at:

For directors of business who want to work with a financial expert.


MEMBER CONCESSION

We offer a 10% discount on our initial fees for members.

All the services we provide are customisable according to the client’s needs.