Lifestyle Financial Planning
“Our aim is to help you feel totally at ease with your financial affairs and live the life you want without the fear of running out of money. We can help you to see what will be possible in retirement and, most importantly, construct a plan to see when you can retire!”
We help people to live the life they want without the fear of running out of money.
At AFP, we put you where you should be – right in the centre of everything!
We want to know about your journey so far, how did you get where you are today? And, more importantly, what are your goals, aspirations and dreams for the future.
Initially, we sit down with you and simply listen over a coffee. We work with you to create a life plan, so that you can enjoy the things you love without fear of running out of money.
We take care of any changes needed to your arrangements and work alongside you, initially and throughout the coming years to make sure your plan stays on track, after all, you have things to enjoy!
Ultimately we want you to feel totally at ease with your financial affairs and will work with you to achieve that!
We are interested in you, your plans, your dreams and aspirations.
What do you want to do with the rest of your days? (and nights!)
Our approach is shown in our ‘Six Step Process’ below, which puts you where you belong – right at the centre of everything!
1. Coffee & Chat
We listen to your journey, how you got where you are and what you REALLY would like to do in retirement.
We then need to gather all the hard facts about you and your finances.
We look at your desired lifestyle and determine when you can stop work and go and enjoy yourself!.
We discuss your life plan with you.
With your consent, we put the plan into action.
6. Forward Planning
We meet annually to see how things are, has anything changed, do you have more plans to build in?.
Based in Harrogate, I look after clients across the whole Yorkshire region.
Please get in touch using the information below and I look forward to hearing from you.
Assured Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
Registered Office: 18 Spencers Holt, Harrogate, North Yorkshire, HG1 3DL
Registered in England Company reg No. 10188728
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.