Achieving financial security and a desired lifestyle is often a wish but not a reality. As financial planners, we aim to guide clients through their financial obligations and asset acquisition, with an ultimate aim of achieving a positive lifetime cash flow and financial mindfulness.
Our starting point is a series of structured meetings, or uniquely to Peninsula, a three-day Makeover-Break at a relaxing Cornish venue. Whilst we develop a strategy and review personal finances, clients enjoy good food, can visit galleries and just ‘chill’.
Prior to visiting Completion of our planning questionnaire; probably the hardest part.
Day 1 Arrive at selected venue for an initial discussion.
Day 2 Review of our draft recommendations.
Day 3 Presentation of the final plan and timetable.
We would love to hear from you either by telephone, or ideally a short meeting, after which we will be pleased to forward a detailed proposal complete with costing