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I want to maximise my life experiences
Invest in meaningful moments
Until now, your focus has been on building wealth, but you’ve come to realise that life is all about living. It is about cherishing each moment and appreciating what you have. Let’s work together to build a financial plan that secures your future while allowing you to experience life right now and in the years ahead.
Does this sound like you?
- You want to live with freedom, joy and independence
- You’d like to be confident that you won’t run out of money
- You want to live the most fulfilling life you can and maximise experiences
- You’d like to sleep safely at night knowing you have someone to support your ambitions
True abundance is found in the richness of experiences
Whatever your aspirations may be, we’re committed to working hand in hand with you to build a bespoke financial plan that encompasses all of life’s moments, big and small.
We will encourage you to get out there and maximise your experiences. For some, that might involve jetting off on multiple holidays, embarking on a grand global expedition, or simply enjoying adventures closer to home. Let’s work together for all of life’s moments.
When you put your faith in us, you will…
Feel confident that you’ve made the right choices
You'll sleep soundly at night knowing that you’ve got Ian and the team to help you facilitate the most meaningful life. Gone are the days of questioning whether you’ve done the right thing. With our unwavering support, you'll embark on a life free of regrets, embracing each moment with clarity.
Dream bigger than ever before
Many people limit their life experiences because they're stuck in the present and are fearful of running out of money. We encourage you to break free from that, think about what you really want for your future and use the wealth you've diligently spent your whole life building up to craft a profoundly meaningful existence.
Receive completely bespoke advice
Imagine being at a dinner party where each guest shares their unique dream life experiences; no two answers would be alike. At our core, we honour your distinct needs and preferences. Your individuality is not just acknowledged but celebrated in every decision we make.
Ian’s expertise gives us the comfort and assurance we need for our financial future
Richard and Susy Parkhouse
I think the most important thing for me working with Ian is that he's a really nice guy, he's a lot of fun, and he's one of the most honest people I've ever met in my life.
Nick and Minsi Rucker
Ian has been a comforting presence, handling my finances so I can navigate this transition with a little more ease.
Kate Pierce
