Should I invest? Can I retire? What can I afford to give the kids? Our lives are full of questions about money. Reliable answers can be found if you have a plan that is as much about you as it is about your money.
We have a proven process for making sure that you can target a return on your money – but have it available for spending when you need it. For over ten years our Now, Soon and Later money programme has allowed clients to sleep easy without having to worry about financial headlines.
There are times when you need to look at something in more detail. Inheritance tax, care costs, changes in tax rules. We can focus on a specific issue with you so you know what to do.
We’ll meet with you to talk about what’s on your mind, what you need us to do to help you and what the next steps are likely to be. This meeting is at our expense – if you don’t see the value we might add, it will have cost you nothing to find some answers.
We care about you, not just your money. Our team will work with you to develop your bespoke financial plan each year – or whenever you need us.
You will know the likely benefits and potential costs in the future before we move on to implement suitable a plan together so that you know what you need to do Now, Soon and Later.
Michael founded Investment for Life and is the creator of the Now, Soon and Later money plan. He has over 30 years’ experience in Financial Planning which means his work is characterised by incisive thinking – getting straight to the heart of the matter. Michael provides training and public speaking on the Financial Planning process and has previously been Money Management’s Financial Planner of the year.
Joanna is our Paraplanner who works alongside Michael to develop client’s Financial Planning. As a Chartered and Certified Financial Planner, Joanna enjoys the technical aspect and analysis that finds solutions for our clients. Joanna is actively involved in the Financial Planning community and works within our professional bodies to develop the profession.
Judith takes pride in overseeing the care of our clients on a daily basis – she specialises in attention to detail and makes our processes run smoothly. Her work includes the organisation of the entire team and she is likely to be the first voice you hear when you call our office. Judith joined Investment for Life after a career in education.
Much more than a highly efficient and professional financial planning services, the team provides practical advice and guidance on every aspect of my family finance
Nothing is ever too much trouble for this team
We have unconditionally recommended their services to many of our family and friends
Investment for Life give me peace of mind that my financial affairs are well looked after by a thorough, vigilant and efficient set of people who are friendly and sympathetic and appear to understand my aims in life