Holistic Financial Planning

Here at  we believe that Holistic Financial Planning is the most effective way of planning your financial future.   The Oxford dictionary defines the word Holistic as 'the belief that the parts of something are intimately interconnected and explicable only by reference to the whole'.

Holistic Financial Planning is an integrated approach to the financial planning process.   All aspects of an individual's financial circumstances should be reviewed as part of the 'bigger picture'.   Establishing goals and aspirations, financial and non-financial, to form the platform on which a financial plan can be created.

Once we have a full understanding of your current situation and where you want to be throughout your life, we create a bespoke plan to help you achieve financial freedom.   The key is keeping this plan under review, as inevitably life is full of surprises.   We want to ensure that your plan stays on track and is adapted to ensure it remains a good fit for you.

We recognise that a business owner's personal financial goals are inextricably linked to their business financial goals.   With this in mind we recommend that clients allow us to consider both their personal financial planning needs alongside their commercial financial planning needs.