When I work with individuals, it’s all about getting from where you are now to where you want to be and maintaining it. I will work with you to determine exactly how much you need to save a year, and how to make your money work as hard as possible, as tax efficiently as possible.
When I work with high net worth individuals, it’s all about getting from where you are now to where you want to be and maintaining it. I will work with you to determine exactly how much you need to save a year, and how to make your money work as hard as possible, 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.
‘I want to know how much money to put away for future me and my family’
‘I want to reduce my income tax liability’
‘I want to know what financial independence looks like for me’
This is all about me getting to know you, and you getting to know me. I will have an initial chat about who you are, where you are and where you want to be. I'll ask questions about your goals, your dreams, your family, and in turn you can ask me anything you like! I will also have as many initial meetings and phone calls as you require to feel that you are fully understanding me and my process.
Once you are on board, I will perform a ‘financial health check’ and start analysing and developing a tax efficient strategy based on the information you have given me. I will also set up a cash flow modelling meeting, to help you understand what your trajectory to financial independence looks like.
Once I have performed all of the necessary work, I will present you your plan and explain everything in detail to you. I will also have as many presentation meetings as needed to ensure you fully understand exactly what our advice and next steps are.
I will proactively review your circumstances and objectives in line with the tax year, important life changes and events, and your own financial year if you are a business owner. I will also arrange our ‘light touch’ monthly check-ins to allow me to react to any changes in circumstance, or events that may crop up between reviews.
The Financial Conduct Authority does not regulate Cashflow Modelling and Tax 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.
