Your Journey

Life is a journey and I firmly believe that it should be as happy and fulfilled as possible

Here’s how our journey will look

Step 1. Let’s chat

The first step is to have a chat over the phone to introduce ourselves to one another.

I will then direct you towards a questionnaire for you to complete in advance of the next step.

Step 2. Let’s get to know each other

We’ll undertake an extensive ‘discovery’ meeting. This is your opportunity to tell me about your financial goals or concerns which may have prompted you to approach a financial planner.

We’ll also discuss your attitude towards wealth and uncover what goals you want to achieve in your life. With my support and guidance, we’ll get to the bottom of what is actually important to you and why.

As part of this exercise, we’ll assess all of your income and outgoings and map them out over time using cashflow modelling techniques. We’ll look at lifetime events which might increase or decrease your wealth and review the impact they may have on your long-term plans.

This is where your dreams, such as retiring, taking the trip of a lifetime, or buying a second home, start to look like a reality!

Step 3. Let’s see what’s possible

I’ll undertake thorough research into your current financial arrangements and assess how well they align with your life goals.

You may have pensions, savings, other investments and various insurance policies, but if they haven’t been established with a holistic plan in mind, they may not be fit for purpose.

Step 4. Let’s plan your financial path

Once I’ve assessed your financial situation, I’ll put together a plan which is specifically designed to help you to achieve what’s important to you.

I’ll present the findings of my research and my recommendations for what you need to do with your finances to achieve your lifetime goals.

We’ll discuss them in detail so that you have a full understanding of how your wealth and your business can help you and your family to find fulfilment and happiness.

Step 5. Let’s put it into action

Once we have agreed on the recommendations and the next steps, I’ll put everything in place to ensure that your finances are simplified and structured in the best way to achieve your goals.

Step 6. Let’s nurture, cultivate and protect your wealth

Life has a way of surprising us! It’s inevitable that things will happen which may change your priorities, maybe even your goals.

My role is to continue to guide and steer you towards what’s important to you and to do everything I can to ensure that your wealth works for you and not the other way around.

If you’re ready to start your journey with me, you can book a no-cost, no-obligation clarity call today.

Book now

Parminder’s advice has put us firmly in the driver’s seat.

We now have a clear exit strategy from the business which is right for us.

Our lives have been transformed; where we once felt trapped in the business, we now have the freedom to work if we want to.

Charles and Anne, Owners, Travel and tourism business

I feel more confident and in control of my family’s future and my finances now have a purpose.

With a structured financial plan, my dreams and aspirations will become a reality.

Now, if I work long hours, it’s because I want to, not because I have to.

Alan, Wine Bar Owner, City of London

Parminder’s advice has allowed me to retire five years earlier than I thought I could.

This has enabled me and my wife to do all the things that we really want to do.

His advice has given us the confidence and freedom to live our lives the way we want to, without worrying about running out of money

David, Scientific Instruments business owner, Hertfordshire

020 3813 8265

Transformational financial planning for business owners