One Page Financial Plan

Receiving financial advice doesn’t need to be complicated, or indeed overwhelming.

It certainly doesn’t need to feel like an arduous task, or something you need a university degree to understand.

At Longhurst, we believe that a great financial plan has little to do with 60-page advice reports, and everything to do with providing simple, clear, and easy-to-understand steps on how to achieve and maintain your version of Financial Independence.

With this in mind, from 2019 we have introduced a new One Page Financial Plan to our advice process.

Our One Page Financial Plan will provide a clear snap-shot of your life planning objectives; the immediate financial planning at hand; and any personal tasks and adventures you’ve identified to fulfil in the coming year+.

Our One Page Financial Plan will be supported by a fully FCA regulated advice report; as well as a comprehensive Appendix document. Both of these will provide you with the research, academic and empirical data, and recommendations, to why we’re advising what we’re advising.

We will then work together throughout the year to tick off each task, ahead of your Annual Forward Planning Review anniversary.

Longhurst Limited is authorised and regulated by the Financial Conduct Authority.

Longhurst Limited is registered in England and Wales under reference 11193790.