Financial planning

That’s good for your soul

You are our client

Not your money

Longhurst is a multi-award-winning financial planning practice which combines inspirational lifestyle planning with expert independent financial advice and wealth management.

Together, we will collaborate on a deeply personal life narrative that excites and inspires you.

We will help you to focus on leading a happier life, not just a wealthier one.

Where needed, we will help to install and build financial confidence, which in turn will empower you to live life to its fullest – a life lived without regret.

We do this in part by solving first world money problems.

Becoming tired of your current job role and want to explore financial options?

Concerned about the amount of tax you’re paying?

Always dreamed of owning that holiday home in the south of France?

Wanting to exit your business but have no idea how much is Enough?

We help people to visualise, then maximise, every possible life opportunity.

Remembering – Life’s not a rehearsal, so let’s get planning!

Human-focused financial planning is the process of aligning your use of capital with what matters most to you.

Human-focused financial planning is the process of aligning your use of capital with what matters most to you.

Client Stories

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We promise that throughout our relationship we will care as much as you do about your long-term success.

We promise that throughout our relationship we will care as much as you do about your long-term success.

We build long-term trusted relationships with our clients where your return-on-life sits at the core of every financial plan we build. We do this by focusing on three key values:

Humanity

We’re financial experts, and meticulous ones at that, however our real passion lies in the human nature side of our work, with your return-on-life, and not just portfolio balances, being the measure of our success.

Authenticity

We pride ourselves on always acting with transparency and integrity. We create space for honest discussions that put authenticity and honesty at the heart of each and every conversation.

Empathy

We take time to listen and understand how you are feeling. To see the world through your eyes. No judgement and certainly no opinion. Just a simple focus on helping you to live life on your terms.

You are our client, not your money.
We focus on the person first and the finances afterwards.

You are our client, not your money.
We focus on the person first and the finances afterwards.

We’d be delighted to hear from you if you are

Looking for a life-long partnership with your financial planner

Seeking a return on life as well as a return on the stock market

In need of help navigating financially destructive landmines

Striving to become better organised financially

Finding it difficult to follow through on your financial commitments

Looking for help to anticipate any life transitions that may lie ahead

Looking for a relationship where you are told what you ‘need’ to hear, not what you ‘want’ to hear

MEET OUR CLIENTS

Together we will collaborate on a deeply personal narrative that excites and inspires you.

Together we will collaborate on a deeply personal narrative that excites and inspires you.

What our clients say about us

150+

Households we’ve made a positive difference to

4.8 / 5

Average Rating

EXCELLENT

VouchedFor

VouchedFor is an independent service which allows people to rate and review their financial planner, solicitor or accountant.

We are both humbled and delighted that our clients have taken the time out of their busy schedules to explain why they are so pleased with the advice and ongoing service they have received from the team at Longhurst.

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