Individual planning

How do we help?

1. We’ll build a plan showing where you are today and what your future could look like.
2. Our planning, investment, pension and mortgage specialists have the expertise to bring your plan to life.
Watch the video to find out more.

Is your life full of big questions? We can find the answers.

What does a video entail?
We have fully trained coaches that will work with you to create your financial plan that will show you where you’re at right now, and where you want to be. We’ll take anything into account that you tell us, which will help us predict your finances up until your 100th birthday. A service this in-depth isn’t available without meeting and having your own planner.


What makes this service different?
The Lifetime Coach service starts your journey to better financial health. The coach will guide you through your current circumstances in an informative video and show you the outcomes of various scenarios. By beginning your Lifetime journey, you get to see a plan starting from today, right up to your 100th birthday, meaning you can make informed decisions and we can guide you in the right direction to achieve your goals.


What if the video raises more questions for me?
Sometimes this might happen, but we would never leave you without guidance. Our coaches can refer you to a specialist if we think that is the best route for your circumstances, or direct you to places you can find more information. The personal videos are bespoke to you and your goals.


What if I’m concerned about a specific area of my finances?
Our video service can highlight any areas that need addressing, and can help you to work out the best solution with one of our financial planners. We have specialists in every area that will be able to guide and support you through any questions or concerns you might have, and deliver the necessary advice that suits your needs.