How we help

‘Helping clients stick to their financial plan when they feel worry and anxiety relies on maintaining a long-term perspective.’

In simple terms, we combine inspirational lifestyle planning with expert independent financial advice and wealth management.

We’re naturally curious about your life, taking time to carefully understand your hopes and fears for the future.

This means we will be asking you meaningful questions about your life (past and present), and truly listening to the answers you give.

We will then collaborate on a deeply personal financial plan, which will help to answer expensive questions you may have surrounding your finances.

The financial planning process we will go through will remove any anxiety you may be feeling about your finances.

It will provide you with clarity about wealth creation.

It will showcase proven and back-tested methods of wealth preservation.

And, it will give you the confidence of leaving behind a meaningful legacy for your loved ones.

Questions we will help you answer include:

  • Do we have the right financial building blocks in place?
  • When will I be able to afford to retire/make changes in my life?
  • What happens to my family if I die or become seriously ill?
  • Will I ever run out of money?
  • How can I be more tax efficient?
  • Am I investing my money wisely enough?
  • How much do I need to sell my business for to achieve the life I want?
  • How do I preserve and pass down the wealth I’ve spent my lifetime building?

Planning versus No Planning

Longhurst - Planning vs No Plan infographic

Fiduciary Advisers

Your relationship with an independent financial adviser should always be based on mutual respect and trust.

It is for these reasons that we are practitioners of fiduciary financial advice. However, you may not have heard of the term ‘fiduciary’ before.

By partnering with a financial planner or adviser who practices fiduciary advice, you have partnered with a firm that puts the best interests of its clients first, always.

By following a fiduciary benchmark, we have an obligation and a responsibility to each client we work with to make sure their best interests are put first.

We will ensure your life savings are invested with the same level of importance that we invest our own family’s life savings, treating your capital as a hard-earned asset requiring careful attention.