We Turn Business Owner’s Profits Into Their Personal Financial Freedom…
As a successful entrepreneur you’ll know the value of sound planning, particularly cash flow forecasting.
Well, have you ever done the same amount of detailed planning for your financial future?
Can you answer the following five questions?
- How are you going to use your various pensions, investments and assets to fund your retirement?
- How much income do you need to support your retirement lifestyle?
- How much will you need to have in your ‘fund’ to achieve this?
- When will your ‘fund’ be big enough so you can retire?
- Could you be drawing money from your business more tax efficiently?
If you can well done and sorry for wasting your time.
However I’m sure you’re like many of the business owners we meet, you’ll have various investments, assets and pensions spread all over the place with no real understanding of how they’ll come together to fund your retirement.
Isn’t it time you pulled all these together and put them into a personal cash flow forecast that’ll help you plan your retirement and beyond?
Well here’s your chance to have your very own…£inancial Freedom Map
A unique, market leading financial planning service, making sense of all your investments, pensions and assets and producing you a personal cash flow forecast.
“It’ll show you, year by year, how to reach your financial destination in the most tax efficient way ‘achieving the lifestyle you want to have without ever running out of money’.”
So How Does It Work?
To build your personal £inancial Freedom Map we’ll take you through two key stages.
Stage One: Current Location
In order to start any journey, you need to understand where you are now. So here we’ll need to:
1. Identify Your Aspirations; i.e. what do you want your financial future to be? When would you like to retire? How will you exit your business?
2. Assess Your Resources; your current investments, property, business, pension fund etc.
3. Personal Risk Profiling; scientifically gauge your attitude to financial risk.
Stage Two: Journey Planning
We’ll then build your £inancial Freedom Map. We’ll formulate the most effective plan, recommending how you can reach you destination, using the best possible tax advantages and allowing for any cash flow constraints. Down to fine detail, all mapped out year by year. You tell us how often you want to change your car and we’ll build it into your plan!
“This Looks Like Lots Of Work For Me To Do”
Absolutely not, after a FREE initial no obligation consultation you provide us with some information and we do all the hard work.
“What If I’m Not Happy With The Result”
We won’t charge you a penny up front and if you’re not happy with this service in any way, i.e. it doesn’t show you how to achieve your financial goals, you don’t pay us. And we’ll give £50 to your nominated Charity.
Why because we have over 40 years of combined experience specialising in working for business owners like you. Since 2006 we have built a large base of very satisfied clients by delivering our unrivalled service every working day. That’s why we believe if you don’t receive the same great level of service we don’t deserve to charge you and we should suffer!
