What’s your biggest concern?
The next financial crash?
That you don’t have a financial plan?
That you’re not living the life you were meant to live?
At Real Life Financial Planning we help you to live the life you’re meant to live.
By focusing on you and what you really want from life, we help you to achieve your dreams and goals by structuring your money to support the life you want to live.
Whether you’re just starting to build your financial portfolio or you’re thinking about planning your retirement, we’ll help you to feel confident, inspired and passionate about the life you can achieve through your money.
Who we help
We provide affordable life planning, financial planning and wealth management services to individuals, couples and families. Life Planning works particularly well for people who are:
starting a new job
starting a family
buying a property
going through divorce
planning for retirement
receiving an inheritance
What is Life Planning?
Life Planning is the process of discovering how exactly we want to live our lives, and making it happen. After all, life’s not a rehearsal.
Most financial advisers focus on the numbers - budgeting, investments, taxes, estate planning, or insurance - without exploring the broader context of a client’s life. But, by focusing on you and the life you want to live first, we can create a financial plan that gives you a clear strategy and makes your goals a reality.
We’ll help you to think about the big issues such as: What makes you most happy? What inspires you? What a successful life looks like to you? What you’d do if money wasn’t an issue?
This might result in you retiring early, changing career or moving home. Whatever it is, we’ll help you to explore it and then show you how your finances can be structured to help you achieve it.
What our clients say
Here to help
We’d love to hear from you. You can email michael@reallifefinancialplanning.co.uk or give us a ring on 0131 556 0739. Or complete the form by clicking below.