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lifestyle planning

Lifestyle Financial Planning, how can it help me?





Here are just some of the questions that Lifetime Cashflow Modelling can help you   answer...

  • When, precisely, can I afford to stop doing the things that have become a drag and start doing the things I really enjoy?

  • Can I afford to give some of my money to my children, will I still be able to live comfortably?

  • Exactly what level of investment return do I need to achieve my objectives; the holiday home, or new car I've promised myself?

  • I'm planning to downsize my house in the future, will this be enough to fund my retirement?

  • What is the size of my likely inheritance tax bill, how might a gift and loan scheme help reduce this liability?

  • If I die or get seriously ill, how will things look for my family financially?
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Footpath Financial Limited
lifetime cashflow modelling

Footpath Financial Limited is a firm of Independent Financial Advisers. Based in Farnham and Crowthorne we serve the Guildford, Hindhead, Alton, Farnborough and Basingstoke areas.