Your journey to date
‘Where we decide to put our energy decides what we’ll ultimately accomplish’
You may be a seasoned investor entering retirement and in need of some legacy planning advice. Or you could be in your forties and now seriously focused on enhancing your household’s financial position. You may even be a young entrepreneur or professional starting out on your wealth accumulation journey.
You are looking to build a long-term trusted relationship with your financial planner, one that you hope will span multiple generations. Indeed, you have visions that the relationship will turn into a friendship, over time, such is the trust you expect to have in each other.
You do however have concerns that your current financial plan may not be robust enough. You could even be facing the stark reality that no such plan actually exists. The idea of collaborating on a cohesive financial plan, alongside a financial expert, is appealing to you.
You love the idea that the fees that you pay for financial planning are fixed and agreed ahead of time. You do not like the concept that your fees are purely calculated as a percentage against your investable assets, a charging model your current financial adviser adopts.
Based on all of these points you would summarise that you are:
The good news is that at Longhurst we provide chartered financial planning services to you no matter what life stage you are at.
Due to our head office being located on the world famous Silverstone F1 race circuit we also have a natural (but not exclusive) niche advising those working in the technology and engineering spaces.
Current household’s we advise consist of CEO’s and CFO’s; Idea to IPO tech entrepreneurs; race-team directors and key employees; pioneering engineers; barristers; solicitors; accountants; banking execs; and Euro Millionaire winners.
We also work with those at the beginning of their wealth accumulation journey; and those who have already secured financial independence but want to ensure they maintain it.