...for a new perspective
If you've read 'ENOUGH?' or you've signed up with Envision Your Money, you're already inspired by the idea of lifestyle financial planning and the benefits it can provide. But perhaps you don't want to do it yourself. That's understandable, and we've got you covered.
You'd like some help! And you'd like to know what's going to happen to your bucket!
If you prefer to have some help from a professional adviser you can trust - perhaps because of lack of time, or you just don't know where to start, or maybe you feel your circumstances are more complicated than most - you're in the right place.
Whatever the reason, you can relax! Help is at hand.
If you would like to work with a professional financial planner, who has adopted a lifestyle financial planning approach, then just click the button below and answer a few simple questions to get started. These will help us to point you in the right direction.
An initial, exploratory meeting with a member of our panel will normally be at no cost to you as this initial expense will be covered by their firm.
The Envision Your Money 'Truth About Money' Campaign was established to help more people gain access to the TRUTH about money!
It’s a fact that the majority of people have no idea where they are heading financially. They may have assets, investments, and/or high levels of income, but most people have no idea what it all means, or where they are heading. This is because the majority of financial advisers lack the necessary knowledge, understanding and tools to demonstrate to their clients what their future looks like – quite simply they are guessing about their clients' future. They focus their attention on the sale and distribution of financial products and investments rather than providing REAL solutions that give clients what they want out of life.
More importantly, they fail to answer the BIG questions which really need answering.
These are questions that need answering, and answering fast. Life is not a rehearsal!
The good news is there are Advisers that can answer these questions. That’s why we have created a panel of these Advisers, located throughout the UK, and some overseas, who are able to tell you the Truth About Money. They are financial planning professionals who deliver 'Lifestyle Financial Planning'. It’s designed to tell you exactly that: the truth about money. Pure and simple.