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.
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”.
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.
We apply a consistent, repeatable but highly personalised approach to financial planning
Peter Magliocco
Chartered Financial Planner
01883 332260 Direct: 01883 332264 peter.magliocco@wingatebs.com
