
Our Lifestyle Planning Service Will Put Your Mind At Rest
Lifestyle Financial Planning is unlike any financial planning you will have done before. We take time to get to know you and understand much more about you than your basic financial position. We have to really understand your hopes and dreams, aspirations and fears.
“I found the Lifestyle Planning fantastic! It put my mind at rest concerning my financial future which is a great comfort! My Adviser, Mark Timmins, was very helpful and friendly and sorted my Pension easily and swiftly. I wouldn’t hesitate to recommend Four Oaks FS to anyone and especially the Lifestyle Planning for those who have any worries about their finances in the future!” Elisabeth Arnold
As professional Financial Advisers it’s our job to help our Lifestyle Financial Planning clients get answers to their questions about their financial future and we do this using our expertise and our state-of-the-art software.
The reality for many of our clients is that they can, and do, achieve so much more with their lives with the help of our Lifestyle Financial Planning service. They achieve more of their ambitions and have a more rewarding life. They live life with less stress and greater peace of mind from having clarity about what is important to them and how they can achieve a happy and fulfilled life. Contact us to find out more.
Benefits Of Our Lifestyle Financial Planning Software
Our software enables your Financial Adviser to show you in a visual representation (see projection above), your overall income needs, including your current and future needs and if you are likely to have a shortfall or surplus in your retirement.
Using our Lifestyle Financial Planning software your Financial Adviser, who provides financial advice local to Lichfield, will look at tax efficiency, inheritance tax planning and help you plan in detail for everything from new cars, to moving home, to children’s university fees and weddings. Your Adviser will also recommend you have funds in reserve for things that crop up unexpectedly. All of this will be shown as easy to read projections.
As a Lifestyle Financial Planning client you will have regular reviews with your Financial Adviser, because things will change. These review meetings will ensure that your financial projections remain as accurate and relevant as possible.
The software can be updated at your review meeting in real-time to show the impact of for example, taking early retirement. This software is fundamentally different and much more useful that the static projections you usually get from your pensions and other investments providers. Plus, you get to see the performance of all of your pensions and investments in one place, and we can even allow for the ups and downs of the stock-market.