GUARANTEE: Your life will change for the better with one-to-one personal financial planning!
Would it be alright if life got easier, especially around money?
Are you making lifestyle decisions that are aligned with your finances?
In today’s complex financial landscape, uncertainty can breed stress and anxiety, hindering your ability to make informed decisions.
You’re in the right place if this sounds like you
Many people don’t have access to financial advice because they don’t have enough investment money, don’t want to be sold stuff they don’t want or need or simply do not trust the traditional advice options.
No Financial Plan?
The absence of a clear financial plan can lead to suboptimal outcomes, leaving you vulnerable to unforeseen challenges. This is the root cause of people feeling stressed, anxious, and worrying, because of uncertainty and lack of clarity.
THE SOLUTION!
A service and expertise that offer:
Make a Choice
By simply choosing to take stock of your finances and align these with what for you matters most in your life is the doorway to a measurable, life changing experience.
The Product
A financial plan, with outcomes and results that make your life and finances better.
Money well spent!
As a seasoned financial planner, I will help you achieve this with a return on your costs and your life. Less time wasted. Less Money leakages. Good use of your energy.
What our clients say…
“A massive change in understanding of what investments I’ve had, which were too risky, and now moving them to a safe service, which is now what I want. I am very happy, with less stress & anxiety, living life at the moment and helping my family out now by gifting.”
– Private Client
What you get for your money
Clarity with hands on support
- Me working with you to gather all the necessary information about you, your goals and your finances
- and produce a simple report of where you are now, where you want or need to be and how to bridge any gaps.
A written Financial Plan
- Aligns your life goals with your finances.
- An execution road map to plug any gaps and get what you want – outcomes, results, and goals.
Personal Service
- Me to assist you with the execution of your financial life plan.
- A clear picture of what your financial reality is now and into the future.
- Me as your guide, coach, mentor, trainer, planner, and adviser.
Now meet Voyant!
What is Voyant?
Voyant is an amazing software tool that we will use during your planning to:
1
Establish where you are now.
2
Provide a roadmap to where you want to go.
3
Execute every step of the way!
Your own Voyant cashflow modelling and forecasting account.
You start here
Your roadmap
Produce a winning strategy
Additional Benefit:
It will save you money with your existing investments and products. It will save you time, energy and risk.
1
You will be better off.
2
No product selling.
3
No commision.
4
Refund policy.
5
Guarantees.
And a higher well being score when the service is completed.
Fees: Fixed Fee Only
Transparent Pricing: Plans start at £98.00/month
NO lock-ins!
Annual Bonus:
Pay for the year upfront and get two months FREE!
Tailor made & Bespoke
QUESTION
What currently is your highest monthly DDM or expense?
What do you get back for this?
ANSWER
The money, time, energy, and attention you invest into your financial peace of mind will give you the best return on your money and your life.
Expertise, support, clarity, direction, a written financial plan, an execution road map, accountability, measurable results, increased well being, lower costs with your existing investments. Within 3 to 6 months of working with us and then Year after year if you want this.
Higher financial well-being scores
Peace of Mind
Clarity
Control
Direction
Results
Is this you?
Solo Business Owner
Career Professional or Executive
Pre and at Retirement
Starting a Business, Sudden Wealth or Beyond Recovery
SME or Freelancer
How financially fit are you now?
Take the Quiz and find out now – it takes only 5 minutes.
Complete the score link here for FREE!
Then come and have a chat with me at no cost to you and I will show you how to improve your scores immediately!
Peace of Mind is what I am selling. I will help you affirm or crystallise what really matters to you and what this looks like as a Life Plan and how this translates into your money and finances.
What you can expect in a session with me:
I will show you in the session how easy it is to start bringing peace of mind and a better financial situation into your life IMMEDIATELY.
Life changing
What we do is life changing.
Save £ thousands
Here is why and how.
It is likely that the cost to you for working with us will be returned to you in savings and reduced costs you are already incurring via:
- Your current adviser.
- Your current investments – pensions, investments, and protection policies.
- Lack of a proper financial plan.
- Lack of expertise, support and accountability.
Why Choose Us?
I am a RESULTS expert – in helping people achieve their financial and personal goals.
I know how to help people align their personal and professional lives into a coherent and doable plan.
RESULTS
When all said and done all we want in life is RESULTS!
Peace of mind is a result!
I am a seasoned, highly qualified, experienced financial life planner and money coach. I have been there, done it and walk my talk. I put my money where my mouth is.
Why John?
Delivering Value: What you get for your money:
Personalised gathering of necessary information, culminating in a comprehensive report outlining your current financial standing and future goals.
A meticulously crafted Financial Plan that aligns your life aspirations with your financial objectives.
An execution roadmap tailored to plug any gaps and achieve your desired outcomes.
Ongoing assistance in executing your financial life plan, ensuring you stay on track to meet your goals.
A clear understanding of your financial reality now and into the future.
Access to your own Voyant cash flow modelling and forecasting account, empowering you with valuable insights.
Personalized guidance, coaching, mentoring, training, planning, and advising from our experienced team.
What clients say
What we expected:
We wanted to have a plan for what to do with our savings so that we could feel more confident about the future impact of decisions now. We wanted clear facts and figures to guide us in our financial decisions.
What we received:
It was incredibly enlightening in all senses of the word: I feel lighter as I’m not anxious about my financial decisions, but I also have much more clarity and understanding on what’s possible for us and how we can go about not only making good financial decisions but actually achieve our dreams and goals much sooner than I would have thought possible. I feel calm and have a clear sense of purpose for the future.
~ Sashia & Dimitrov
What we expected:
We were initially looking for help on how best to invest our pension contributions, after finding traditional advice confusing.
We were fairly organised with our money month by month, but we had no long-term plan, no idea when we may be able to retire and no idea on how to invest our money for the future. This had been an unconscious, underlying cause of stress for many years and we didn’t realise how much until we addressed it.
What we received:
There were parts of the program which were challenging at times, particularly working out our long-term life goals. This was well worth the effort, and we came to appreciate the importance of putting financial plans in the context of wider goals & aspirations. The result was, with no exaggeration, life changing. Not only have we reinvested out pension into funds we fully understand and manage ourselves, but also, we have a long-term plan which takes into account every important aspect of our lives, including family, work, health, well-being and fun!
~ Paul & Mary
Contact Me
Reach out to us today to learn more about how we can help you achieve your financial objectives.
