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You
Financial planning for
knowledge worker
a person whose job involves handling or using information.
Technically minded
Seek early financial freedom
Looking for affirmation
Your Optimum Path
There isn’t just one defined optimum end goal in life. People can find fulfilment in different ways, so there are many paths to happiness, no matter what you prioritise. It’s about finding your optimum path.
We work to provide solutions to your unique challenges, using data and evidence-based advice. We believe that innovation and bold thinking can change the way we do things. Our team is empowered to take ownership and never accept something “because it’s the way we’ve always done things”.
Questions we will help you with
When can I afford to retire?
We get it. You don’t want to work until you’re too old to enjoy retirement. Our expertise lies in guiding you to uncover the optimal time and method to transition away from work.
Our approach to financial planning begins with our ability to truly understand you and ask questions no one has asked before. We like debates and encourage you to ask questions, too. This is your life; we’re just here to set out the best course of action and support you along the way.
How can I keep track of my pensions?
Think of your pension pots as the threads that need pulling together to align your finances with your retirement goals. People often come to us with multiple pensions from various jobs throughout their careers, and have varying questions about what to do with them.
A financial plan puts your pensions into context. We may recommend that they are moved together, but only if there is a clear benefit to your financial plan.
Can I afford to give money to loved ones?
You’ve reached a point in life where you wish to pass money on to children and grandchildren, and you will find joy in witnessing the benefits of your gifts. However, you might be concerned about jeopardising your own financial security, particularly if you're in retirement or actively saving for it.
Our team offers specialised expertise in estate planning, grounded in decades of experience.
We understand the intricacies involved in crafting a plan that not only fulfils your wishes but also ensures the financial wellbeing of your loved ones.
How can I maximise my income?
Whether you are in your 40s, a few years away from retirement, or in retirement, maximising your income is vital.
Adapting to economic changes and making smart financial decisions at each stage is key to maximising your income over time. We clear the fog and remove the villain in your life: confusion. With clarity and guidance, you can confidently find the optimum path for your finances.
Stories of appreciation
Every person we work with needs a personalised financial plan. Sometimes, we must let them do the talking and explain why you should come to us.
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