Transform Your Financial Future Today

Get to know personalised financial planning that adapts to your unique goals. Our expert consultations help you navigate money decisions with confidence, whether you're planning for retirement, optimising taxes, or building long-term wealth strategies.

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All financial decisions carry risk. Consider your circumstances carefully before proceeding.

Our Financial Planning Services

Professional consultant reviewing financial documents with client

Personal Financial Reviews

Comprehensive analysis of your current financial position, identifying opportunities for improvement and potential risks that might impact your future security.

Retirement planning charts and calculations on desk

Retirement Strategy Planning

Strategic discussions about pension options, retirement timing, and income planning to help ensure your golden years remain financially comfortable and stress-free.

Tax documents and calculator during consultation session

Tax Optimisation Consultations

Expert guidance on legitimate tax efficiency strategies, allowances, and reliefs available to UK residents, helping you keep more of what you earn.

Estate planning documents and family photos on table

Estate Planning Guidance

Thoughtful discussions about inheritance planning, trust structures, and ensuring your assets pass to your loved ones in the most efficient manner possible.

Education funding calculation worksheets and planning materials

Education Funding Strategies

Planning conversations focused on financing children's education, from school fees to university costs, with tax-efficient savings approaches that grow over time.

Insurance policies and protection planning documents

Protection Planning Reviews

Assessment of your insurance needs, from life cover to income protection, ensuring your family remains financially secure if the unexpected happens.

Frequently Asked Questions

What exactly do you mean by financial planning consultations?

Our consultations involve detailed discussions about your financial goals, current situation, and potential strategies. We don't manage money directly — instead, we provide expert guidance and analytical reviews to help you make informed decisions. Think of it as having a knowledgeable friend who happens to be brilliant with money matters.

How does the subscription model work in practice?

For £250 per month, you get ongoing access to our planning expertise whenever you need it. This includes scheduled review sessions, ad-hoc questions via email, and priority booking for consultations. It's like having a financial advisor on retainer, ready to help when life throws you curveballs.

Do you provide advice on specific investments or products?

We focus on strategic discussions and analytical reviews rather than specific product recommendations. Our conversations help you understand different approaches to financial planning, but you maintain complete control over your actual financial decisions and implementations.

What makes your approach different from traditional financial advisors?

We're consultation-focused rather than product-driven. No sales pressure, no commission conflicts — just honest conversations about your financial future. Our subscription model means we're incentivised to provide ongoing value rather than one-off transactions.

How quickly can I expect to see results from financial planning?

Results may vary significantly based on your starting point and implementation. Some clients notice improved clarity and confidence immediately, while financial improvements typically unfold over months or years. Past performance doesn't guarantee future results, but most clients find value in having a structured approach to their finances.

How Our Planning Process Works

1

Initial Discovery Session

We start with a comprehensive conversation about your current financial situation, goals, and concerns. This 90-minute session helps us understand your unique circumstances and what success looks like for you.

2

Strategic Analysis & Planning

Our team conducts a thorough analysis of your financial position, identifying opportunities and potential challenges. We develop strategic recommendations tailored to your specific situation and objectives.

3

Implementation Guidance

We provide clear, actionable guidance on implementing your financial strategy. While you maintain control of all decisions, we're here to support and guide you through each step of the process.

4

Ongoing Support & Reviews

Regular check-ins ensure your plan stays on track as your life evolves. Market conditions change, personal circumstances shift — we're here to help you adapt and thrive through it all.

Industry Recognition

Excellence in Client Service 2024

Recognised for outstanding commitment to client satisfaction and innovative approach to financial planning consultations by the UK Financial Planning Awards.

Best Subscription-Based Planning Service

Awarded for pioneering the subscription model in financial planning, making professional guidance more accessible to UK residents seeking ongoing support.

Ethical Business Practices Certification

Certified for transparent fee structure and commitment to putting client interests first, with no hidden charges or commission-based recommendations.

Financial Wisdom

""The best time to plant a tree was 20 years ago. The second best time is now. The same principle applies to financial planning — start where you are, with what you have.""

korivalenthos Planning Philosophy

Our Commitment to You

Satisfaction Promise

We're confident in the value of our financial planning consultations. If you're not completely satisfied with our service within your first month, we'll work with you to make it right. Your financial peace of mind is our priority.

Terms apply. Results may vary. This guarantee covers service satisfaction, not financial outcomes. Past performance doesn't guarantee future results.

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Trusted by Thousands

3669

Happy Clients

127

Projects Completed

10

Years of Experience

98%

Client Satisfaction