How does Remote Financial Planning work?

Have a conversation with us on-line and avoid rash, and, ultimately, costly mistakes with your finances. Allowing you to always and continuously feel confident about all your financial decisions. We can help you to decide which solutions are best for you in the complex and volatile world of financial services during unprecedented times.

 

Our on-line financial planning service provides a personal way to help you achieve your goals. By listening to your circumstances and financial aspirations, answering all of your questions along the way, we can help you to create the right financial plan for you.

 

Our On-line Financial Planning includes:

Seeking financial planning advice at the right time can help provide peace of mind for you and your family's future. 

 

Use our vast experience and expertise to help avoid scammers with our investment due diligence service and avoid paying unnecessary management charges on your investments with our financial education. Save literally hundreds-of-thousands of pounds over your lifetime by avoiding these dangers.

 

We provide empirical evidence from leading and highly credible academic researchers, from top respected institutes, such as Which? (see example) that exposes the trickery and deceptions shockingly hidden in financial services that's costing you a great big chunk of your life savings. 

 

We offer you the money-saving, comprehensive financial planning services ... that the highway robbers would prefer we didn't - direct, on-line, via video to you, to your home or workplace, wherever and whenever.

 

Hear how an expert on-your-side, who has no vested interest in the products you choose to use, provides specialist and impartial guidance, trusted planning, generic advice and financial education.

 

We provide the plans you can trust; with our guidance and education you choose your own products wisely and effortlessly.

 

We are not financial intermediaries. No products are sold. We provide generic advice and financial education for self-implemented solutions. Because we don't take commission, or adviser charges contingent on product purchase, you are guaranteed that there is no conflict of interest and we place your best interests first. We call this our fiduciary obligation.

 

We sell plans, not products!

We Are Life Planning

When you plan with us, you can be sure we put your best interest first. All our life & money planners aren’t product salespeople, they are appropriately qualified advisers who act independently of product providers. Use our planners to make sure there’s a wall between advice and product – including non-intermediating, fee-only, fiduciary services, personal coaching and more.

Our advisers follow a process that is built to protect you and reflect your specific financial needs. 

Working with a good online financial planner can help you through these unprecedented times. Help you see past the headlines and cultivate discipline and a sense of security. With focus on the here and now, mindful of the impact decisions may have on the future. Sourcing income. Considering essential spending. Prioritising necessity over luxury. Knowing you have taken steps to protect your finances and put in place a well-thought-out plan.

 

When you are looking for a financial planner, consider a non-intermediating financial planner working on-line. Financial planning can be brought to you online direct by video telephony systems, real-time messaging and content sharing - you can work with us safely from your home or workplace.

 

Remote advice will be the way forward for many more people. The coronavirus outbreak means that mingling with people may be out – at least for a while.  You needn’t face big decisions alone. Waiting until later is not always an option. Your financial planner should be there for you to answer questions remotely.

 

Financial planning can help you whether or not you have life savings. Whether you're a borrower or a lender, simply begin planning where you are. 

 

Non-intermediating financial planning lowers the cost of financial advice and is accessible and suitable for a much wider audience.

 

Whatever your age, wealth bracket, lifestyle, values, preferences or location - our planners can tailor-make a detailed and personal financial plan that's just right for you. 

 

Escape a treadmill 

Leave the rat-race and pursue your dream as your own boss.

Mid-life happiness

Discover a new sense of self and purpose for the rest of your life.

Your new direction 

Faced with two paths the route ahead could combine both.

When two become one

When you want to knit together two sets of dreams to one future.

Ask us about non-intermediating financial planning.

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