Financial planning is more than saving and investing; it’s about crafting the life you want to live, making your personal and professional goals happen, and ultimately generating a lasting legacy. That is why I created The Life Company.
Financial planning is more than saving and investing; it’s about crafting the life you want to live, making your personal and professional goals happen, and ultimately generating a lasting legacy. That is why I created The Life Company.
Are you a business owner, a landowner, or individual looking to make your money work harder for you, reduce your tax liability and generate a lasting legacy for you and your family?
I work alongside business owners to generate a bespoke financial plan that puts your ambitions and goals at the forefront. I will detail exactly what you and your business needs to do to make them happen - and how to do it as tax efficiently as possible.
I will ask all the right questions to work out what financial independence looks like for you, and what I need to do to make that happen - not just for yourself but for your family too. If you feel like your money could be doing more for you, I can help.
If you are a landowner, whether as a farmer, developer or commercial asset owner, I can help ensure your land is working as hard as possible for you and your family’s long term objectives.
With 10 years of high-level experience, James has worked with a huge variety of businesses and individuals, and carries a vast wealth of experience and knowledge in solving complex problems for his clients.
The Life Company is not tied to any one particular provider, meaning I have the freedom to make recommendations based on what’s right for your situation and helping to provide the best outcome for you.
I am regulated and authorised by the Financial Conduct Authority (FCA), so you can be assured that you are in the best hands for your financial planning.
The Life Company is here to empower business owners, landowners and individuals to not only find out what financial independence means for you, but how to make it happen. I will work out how to make your money work as hard as possible, as tax efficiently as possible, and ultimately help you create the life you want.
I will charge a monthly fee to you or your business. This is calculated on the value I will add to you, the complexity of what you need, and how many households I am advising. Initial consultations are at no cost, and I will facilitate as many as you need, until you are happy and ready to proceed.
The short answer is none! There is no specific amount you need to have to qualify for our financial planning. Helping people to build their wealth is very important to me and many of our clients have little to no personal wealth when they start working with me.
The Financial Conduct Authority does not regulate Cashflow Modelling and Tax/Estate Planning
If you have any questions or would like to find out how to start your journey with The Life Company, please use the contact form below or give me a call.
The Life Company is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.
The Life Company is here to empower business owners, landowners and individuals to not only find out what financial independence means for you, but how to make it happen.
