a life you don't want to retire from.

Helping high-achieving professionals in their 40s realign their life, wealth and purpose around what truly matters.

Meet Ian.

Wondering what’s next? You’re in the right place.

I’m Ian. I work with people who have done well but something feels off.

You’re not lost. You’re just ready to check in:

Is this still the life I want? What’s pulling at me? What’s next?

I’m here to help you pause, get clear, and realign.

Not just your finances, but the bigger picture.

I’ll guide you through it, with a plan that starts with life and lets the money follow.

Live well now. And still have a great future.

If that question’s been on your mind, you’re not alone.

You’ve done well financially but now, you're wondering:
hat’s it all for? Is my time, money, and energy really aligned?

You might feel…

  • Unsure what enough really looks like
  • Too busy to step back and plan
  • Disconnected from the life you thought success would bring
  • Ready for change, but unclear where to start

We’re here for when your money gets complicated or when life calls for a reset.

‍This isn’t a retirement plan.

It’s a plan for your clarity, confidence, and control.

So you can live well now and still have a great future.

worktolivefinancialplanning

Live Well Now And Still Have a Great Future?

If that question's been on your mind, you're not alone.

You might be wondering…

  • What does enough really look like?
  • Am I using my time and money for what truly matters?
  • What would it look like to pause and reset with intention?
  • I'm ready for change… but where do I start?

You're ready when…

  • You've achieved a lot but want your life to feel more aligned
  • You're no longer just chasing more you're also seeking meaning
  • You're beginning to make space to reflect and realign
  • You want a plan that lets you live well now and feel confident about later

This isn’t about a retirement plan.
It’s about clarity, confidence, and control.
So you can design a life you don’t want to retire from.

Start Your Realignment

We finally feel like we’re in control of our future & can travel without guilt.”
Josh and Mandy had over £750k in pensions but no clear idea if they were financially secure.
Together we built a plan to make work optional within five years, restructured their pensions & created clarity around what they really needed.

They now contribute £3,000/month to pensions, saving over £20k in tax & feel confident increasing their travel without compromising their future.

Real clients, real alignment.

worktolivefinancialplanning

“We earn well but finally have a strategy that connects everything together.”

Dave, a senior exec earning over £260k (mostly in RSUs), wanted to knowif work could be optional by 60. We mapped out their full financial life,optimised investments & protected income including the RSU portion.

Now, their projected retirement assets have grown from £1m to £2.5m, andthey’re spending more freely while knowing their future is secure.

Dave, Senior Executive

work to live financial planning.

“My only regret? We should have got this advice 10 years earlier

Julia and Mark wanted to stop work at 60 without sacrificing their lifestyle today. We built a plan around what mattered most which including setting up SIPPs to buy commercial property, unlocking £37,500 in tax savings, and reshaping their pensions for long-term flexibility.

Now, Mark has stepped back from his business. Julia feels empowered to grow hers.

And they’re planning a holiday home in Spain with total confidence in the future.

Don't just take our word for it...

work to live financial planning.
work to live financial planning.
work to live financial planning.
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15 Years Experience

pfs

Chartered Financial Planner

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Average assets per household £350,000 plus

Trusted by Successful professionals
across uK.

We offer fixed-fee planning, practical advice without jargon, and zero product pressure. You can implement your plan yourself or have us help. Your call.

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If you’re ready to stop drifting and start designing.

Book a Free Clarity Call or take the Work to Live Scorecard to see if it’s the right time for your RealignedLife.

Want to explore if it’s right for you? Book a Free Clarity Call.
worktolivefinancialplanning