Holistic Advice, helping you to live life

The importance of financial planning cannot be overstated, it can literally change your life. It can make you really consider what is it you want to achieve with your money, and why. We firmly believe this can only be achieved by adopting a holistic approach.

What is holistic advice?

Holistic advice should not simply mean an ‘all in one’ approach. It should provide you with a tailored approach to your own personal and financial situation, and ensure that the two are working in harmony to help you achieve your life goals through the proper management of your resources.

Holistic advice will not only cover strategies to create, grow or maintain wealth but also to ensure that you have protected your family, lifestyle and assets, planned your income for both now and in the future in the most tax efficient manner whilst ultimately determining how to pass on your legacy to the next generation.  

Do I Really need It?

There is a common misconception that only the very wealthy benefit from financial planning.

We would argue that whether you are just starting out in adult life, have one eye on retirement or you are starting to think about your legacy, it is vital to make sure you are making the most of your money and time, helping you on the right path to financial strength.

Think of your Financial Plan as your RoadMap for Life. Without this in place, you may not arrive at your destination or even know that you have arrived.

Why Work with a PLanner?

If you have never worked with a Financial Planner before we understand that it can be difficult to accurately assess the value that working with a professional can bring.

We will be accountable for the advice and planning process and help you get organised. We know from the first-hand experience of our clients that being in control of your finances, rather than your finances being in control of you, gives you peace of mind that allows you to enjoy the ‘here and now’ as well as feel excited about the future.

One of the most important parts of holistic advice is regularly reviewing your circumstances and objectives to help you stay on track to achieve your dreams.

Goal-based, interactive planning

Together, we will work with you to establish your life goals, and then ensure we develop a strategy that gives you the highest probability to achieving them by looking at the big picture.

By using cashflow modelling, we can simply bring together all the separate strands of your finances and illustrate how a financial decision could affect other areas of your life, allowing you to prioritise your goals and plan ahead for the future.

Don’t Be Afraid to Take The First Step

You’re never too old to accomplish your dreams, so don’t wait for tomorrow. Contact us today and one of the team will get in touch to take things forward and book an initial no obligation review.

Fill in the form below and we will contact you

or call Now: 01530 886358

Terms agreement

Terms agreement

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

 

Ivanhoe Financial Planning Ltd is a limited company registered in England & Wales (10977287) at Lonsdale House, High Street, Lutterworth, England, LE17 4AD

© 2020 Ivanhoe Financial Planning Ltd

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