An executive service designed to give you back one of the most precious and treasured of commodities – your time.

Senior Executives & Management

‘The wealthier you get, the more financial landmines appear, and the tighter the tax noose gets.’

Chris Broome FPFS – Owner & Chartered Financial Planner

Have you had a life-long career working in your chosen profession, perhaps with a few employer changes along the way? It’s been hard work, you might even say stressful at times. You’ve been successful at advancing up the hierarchical chain of command; this may continue, or you may have hit your chosen ceiling.

Maybe you’re incredibly proud of the work that you do. Maybe you’re growing unhappy and looking to make a change. Maybe you’d pack it all in and travel around the world if you could afford to.

Importantly, you recognise that any decision you make has to be carefully thought over, especially if you have a family with younger children. Your need for expert financial advice will always remain constant.

Whether it be ensuring you have the right level of family protection in place, or that you are putting enough away for your well-earned retirement. Perhaps you’re still paying off household debt, or you’re paying for expensive private education.

Critically, you have some important questions you want answering. The main one being, ‘Will I have enough to live off when I retire?’ But you don’t know who to put these questions to; and you’re not sure who to trust.

True story – most executives and managers we meet have an existing financial adviser. They’ve experienced a service that has been typically product and commission led. They’ve grown unhappy and want to experience something better, a service that delivers more value – both tangible (things you can see) but also intangible (things you can’t see, but trust are happening).

At Longhurst we deliver a deeply personal and rigorously comprehensive lifestyle financial planning service that empowers you to live the life you want, on your terms, with your family’s long-term success in mind.

We understand the pressures you face every day; we face them too as fellow professionals. Together we’ll collaborate on a long-term partnership which focuses on removing as many of these pressures from your shoulders as possible. In doing so we are able to give you back one of the most precious and treasured of commodities – your time.

Cashflow Forecasting
The creation of your very own lifetime cash-flow forecast designed to showcase the life outcomes you can achieve if you continue to follow through with certain financial decisions.
Investment Management
Investing is purely a means to an end, where the key focus has to be ensuring your money outlives you. It’s that simple. We provide an evidenced-based and empirically-backed investment advisory service designed to achieve that goal.
Tax Planning
Enabling our clients to be as tax efficient as possible, covering earned income, savings, profits, inheritance tax and capital gains tax.
Retirement Planning
You will either outlive your money, or your money will outlive you. Which is it to be? Our SmartRetire® service is designed to give you confidence and peace of mind throughout retirement.
Behavioural Coaching & Sound-boarding
Ignoring the noise can be very challenging. One of our main roles is to ensure you don’t make the wrong decision, at the wrong time, for the wrong reason. When we do our value to your family is exponential.
Human Insurance
We will inevitably encounter many twists and turns in the journey that is our life, with the occasional bump and potential crash. You need to be prepared for what life may throw at you.
Inheritance Tax Planning
There are two certainties in life: death and taxes. We help to mitigate the latter. We provide strategic IHT planning designed to enhance your family’s long-term financial legacy.
Later Life Planning
What gives life meaning isn’t just how it is lived, but also how it draws to a close. Our later life service is delivered by caring advisers who have lived through this with their own family.
Mindset Coaching
Helping to build confidence around the important decisions you need to make in both your personal and business lives. Overseen by a Master Level Coach, with a specialism in high performance.
Mortgage Services
To invest or to pay off your mortgage? To secure a 2-year variable rate, or lock into a 10-year fixed rate? Perhaps you’re looking for a commercial loan? We’ve got it all covered.
Cash Management Services
Tired of holding large cash sums in a bank account earning nominal interest? Want to put your savings (personal or corporate) to better use? We have the platform and solutions to help.
Life Transition Support
From birth to death we will all experience moments of delight and elation, and moments of worry and uncertainty. During these moments we will be there with you, supporting you at all times.
Philanthropy & Good-Giving
Giving back is not for the faint hearted. It’s a commitment of time, energy, emotion, and financial resource. However, do it correctly and you may just experience a feeling of wealth like no other.
Multi-Generational
Passing on the knowledge and responsibility that wealth brings is essential. We work alongside families to ensure that the next generation are prepared for their futures.
Travel Planning
Encouraging our clients to seek out new adventures to create new memories that will last a lifetime!