What is financial planning?

We help you to identify and prioritise your long-term objectives, that will take up your time and money throughout your lifetime. We empower you to make informed decisions about your money that will help achieve these goals.

How can you help me with my financial goals?

We work with you to create a plan which enables you to achieve financial independence. We then review and maintain this plan to to provide you with peace of mind that you have enough resources, and are “on track”.

How much is enough?

We use sophisticated cashflow planning software to model your lifetime income and financial resources. This helps us to make appropriate recommendations that maximise your chances of living the life you want to, without the worries that you could run out of money.

 

 

Our Approach

We apply a consistent, repeatable but highly personalised approach to financial planning

1
Step 1
Discovery: we listen
2
Step 2
Enlightenment: we create a plan
3
Step 3
Navigation: we prioritise and make changes where needed
4
Step 4
Implementation: we take action
5
Step 5
Control: we regularly review and adjust your plan

Contact our dedicated adviser

Peter Magliocco
Chartered Financial Planner

 01883 332260  Direct: 01883 332264  peter.magliocco@wingatebs.com