Financial Life Planner
CurrentOur aim is to initially understand our clients financial situation, and then map out the rest of their lives to see if they have enough to live the way they want to. As part of this, I run various scenarios - perhaps buy or sell additional assets, step up pension contributions, gifting, manage inheritance tax positions, one off milestones, early retirement and all combination of these!My key role is to then explain this to clients, understand their preferences and non negotiables to get as accurate a forecast as possible. Our modelling will then be refined and finalised - but to then keep an ongoing brief as to when key milestones change & re-run accordingly. In addition, across the Suitable Group we have an IFA business (Suitable Money), and a wills, trusts, LPA's & protection division (Suitable Wealth).
