Goals Based Financial Planning

Goals Based Financial Planning typically works with business owners who are looking to maximise drawings whilst minimising tax, business owners considering exit strategies and those individuals who require tax planning during retirement.

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About Goals Based Financial Planning

Being highly qualified independent financial planners has given us the privilege of advising on many complex cases; and these kinds of cases need time. Time to get to know you. Time to consult your other professional advisers such as your accountant or solicitor. Time to formulate a suitable plan. Time to communicate this plan to you in a manner in which you are comfortable and can understand, ensuring that you can make an informed decision.

But the real time is spent making sure that week on week, month on month, year on year, the plan WORKS. This is achieved by continuously considering how changes to markets, regulation, legislation and taxation affect you. But also how the unplanned events in your life, both pleasant and unfortunate, will alter these plans. Most importantly our focus rests on how you feel about the plans you have in place and that you remain happy and comfortable with them. Simply put; it’s all about you.

So rather than pigeon-holing you into a set ‘client service standard’ or sticking to a rigid framework of annual reviews using generic templates as a ‘one size fits all’ solution, what we offer is different: it is bespoke to you and open to change as your goals progress and change.

Therefore, you won’t see our fees based on how much you have invested. Instead our monthly retainers reflect exactly how much time you need us to spend managing your affairs and keeping your plans on track.

This is the foundation of our advisory practice and our promise to you as your financial planning partner now and in the future.

Goals Based Financial Planning

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Why Norwich?

Norwich is a £10 billion economy with 24,000 businesses and nearly 160,000 jobs of which 11,610 are in financial and related professional services. It benefits from proximity to hubs of financial and business activity in London, Cambridge and Ipswich.

Over 200 years in the making, Norwich is recognised as a centre of excellence in insurance, financial and professional services. Norwich is one of the largest general insurance markets in Europe with the 2nd highest concentration of insurance jobs in the UK (ONS, 2016). In addition to attractive career opportunities, it offers outstanding quality of life, and the benefits of living in a vibrant, affordable, culturally advanced and accessible city.

Norwich is the home of important businesses and brands in financial services and insurance that are taking advantage of the unique ‘value’ on offer.

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