Our 6 step financial planning process.

This is our unique approach to financial planning for wealthy clients. No matter what your financial goal is, we can help you achieve it.

Formulate Goals

Helping you bring clarity to what it is that you really want to achieve.


Enabling you to visualise when and how you can retire whilst ensuring you never run out of money.

Estate Plan

You have most likely worked hard to build your wealth, so let’s leave more of it to your family, friends and/or charities and less to the taxman!


Unexpected events will occur in life, more often than we anticipate. Together, we can make a plan, so that you can handle these events and not lose sleep.


For most clients, we re-structure assets for you to help you take advantage of a myriad of tax reliefs available now. It doesn’t stop there though, we ensure you will have a tax efficient structure in place for your retirement, also.

Long Term Care

These events can be included in your financial plan; however, paying for care only occurs when it is actually necessary. Rob is qualified to give you and any family or friends advice on this issue due to holding a special and additional qualification.

Get a personal consultation.

Start your journey to financial wellbeing today!

Discover the Importance of Developing a Solid Financial Plan

Why Financial Planning is Critical for Your Financial Success.

Financial planning is essential for anyone who wants to achieve financial security and success. By creating a comprehensive plan, you can identify your goals, develop a budget, and create a savings and investment strategy that will help you achieve those goals. A financial plan can also help you to manage debt, assess your insurance needs, and plan for unexpected expenses or emergencies.

Without a solid financial plan, you risk falling short of your financial goals, struggling with debt, and being unprepared for financial setbacks. If you are looking to build on your financial plan or looking to build upon your existing financial plan, it’s important to work with a financial planner who can help you create a customised roadmap to financial success.

Planning your financial future can help you achieve your financial goals, reduce financial stress, and increase your overall financial security. With a financial plan in place, you’ll have a clear understanding of your financial situation, a roadmap for achieving your goals, and the tools and strategies you need to make the most of your money. A solid financial plan can help you build wealth, protect your assets, and ensure that you’re well-prepared for any unexpected financial challenges that may arise.

Financial planning is crucial for long-term monetary success.

What happens if you don’t plan your finances for the future, and what happens if you do?

Poor Financial Management: Without a financial plan, you may not have a clear understanding of your financial situation, leading to poor management of your finances, including overspending, accumulating debt, and not saving enough for your future.

Missed Opportunities: A financial plan helps you identify opportunities for saving, investing, and growing your wealth. Without a plan, you may miss out on potential opportunities to increase your income and improve your financial situation.

Lack of Preparedness for Emergencies: Without a financial plan, you may not have the necessary savings or insurance coverage to handle unexpected expenses, such as a medical emergency or a sudden job loss.

Inability to Achieve Financial Goals: A financial plan helps you to set and prioritize financial goals, such as saving for retirement, buying a home, or paying for your children’s education. Without a plan, you may struggle to achieve these goals or be forced to delay them.

Increased Stress and Anxiety: Financial uncertainty can be a significant source of stress and anxiety. Without a financial plan, you may constantly worry about your finances, leading to mental and emotional strain that can impact other areas of your life.

Hear from our existing clients…

I felt that you were honest.

“I felt that we were in a good financial position but after seeking Rob’s advice are now in a much better financial position with everything being ‘in one place’ I felt that you were open, honest and guided us through our options in a very patient manner and that you made us feel at ease when making choices”

Lisa Taylor

An easy but professional style

Rob has been supporting my wife and I for over 10 years. He has helped and advised us on all aspects of our pensions, investments and income protection including consolidation and tax efficiency. He has an easy but professional style and he really takes time to understand us and our preferences and needs.

Tony Gates

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