Assured Wealth and Estate Planning Limited is as appointed representative of LJ Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. 582900. We are authorized in the UK as a fully independent advisor company.
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We work with you to develop your own tailored financial plan..
Our approach is different
We believe that your individual goals in life should drive the advice you receive. That’s why we ask about your life goals at the very first meeting. What would you like to do with your money, as you get older? Do you wish to gift some away to your children, travel, or even purchase a new home?
Lifetime cash-flow modeling
Developing a detailed lifetime cash-flow report, showing you how all the life goals you have identified are possible and that it won’t affect your financial security or lifestyle. A detailed look at what your finances will look like at age 100.
Wealth management service
Reviewing you situation and looking in-depth at your circumstances. Then advising you own the best way forward to reduce tax, plan for retirement, make the most of those investments, ensure your protection needs are met and implementing all of your plans. This would include reviewing your portfolio of investments every year face to face, at a time and place to suit you.
Financial planning service
A wealth management service, without the need for a face-to-face annual review. You would receive an update report on your investments annually and if required a voice call or Skype call to discuss your plans.
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Financial Planning client
– Mr S. Peters (Bury)“I like the fact that I can chose the level of service I need. I was wary of having a review on Skype at first, but now it makes sense. My annual costs are lower but I still see me adviser when I need to. All the documents are in front of me when we talk and they take time to make sure I understand my financial plan.”
Lifetime cash flow client
– Mr and Mrs Billington (Knutsford)“We had never heard about lifetime cash flow planning until we met our adviser. I wanted to know if was able to take redundancy from school and still have the lifestyle my husband and I dreamed of. It wasn’t until we saw how our finances would look in detail at age 100 that I took the plunge and left my schoolteacher job of 32 years. Without our adviser’s help and patience, we would never have been able to see those affects. I can’t recommend highly enough this service from the team, it really was life changing.”