Wealth Management for your 40s and beyond

We specialise in providing ongoing financial planning services for business owners, senior executives, & consultants in their 40s, helping you build your wealth, reduce tax & secure your future.

Plan today, so you can live fully tomorrow.

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Simplify Your Financial Life with Expert Planning & Wealth Strategies

We're here for when your money matters get too complex, stressful or time-consuming.


Who We Work With:

Our typical clients have household income over £100,000 p.a. or investable assets of £200,000+

How We Help:

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Simplify your financial life & cut through the noise.
·        Help you pay less tax & plan effectively for the future.
·        Get clarity over your financial situation.
·        Understand long term impact of different financial choices.
·        Plan for future life events like retirement or selling a business
·        Build wealth & invest smartly

book your free consultation
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here are some of the key challenges we can help with

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being on track to make working a choice

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planning for future life events

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dealing with RSUs or complex tax issues

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whether to overpay your mortgage or invest

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Plan Your Finances & Achieve the Life You Want with Expert Financial Planning

We go beyond the numbers and ensure your finances are aligned with exactly what matters to you.

We believe that the idea of a traditional retirement is outdated, it's often too late to start living the life you want. Instead, we help you balance living for the now by preparing for the future and creating a financial life plan that's designed around the life you want to live.

We believe that financial planning should have a positive impact in all areas of your life, not just your finances, so our approach goes beyond the traditional focus on financial products to understanding your life goals and aspirations.

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Beyond Building Your Wealth, Our Approach Will Also Give You..

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clarity over what you really want out of life.

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more options and choices in the future.

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a life that is fulfilling and meaningful.

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balance and wellbeing in all areas of your life.

Don't Just Take Our Word for It...

“I absolutely recommend Ian as a Financial Adviser. We’ve had a great experience with Ian getting a really bespoke service drilling into what we want to achieve financially and in life in general.

Ian is really easy to work with being super friendly and very knowledgeable and has made an instant impact to us and already provided huge value in aligning our finances to our plans in life in both the short and long term. I know we’ll be sticking with Ian for many years to come and thanks for all the help thus far!”

angela and john

our customer

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

“My only regret? We should have got this advice 10 years earlier – it is really like seeing the future. I cannot recommend Ian highly enough, whether it is tax efficiencies or financial planning, or even just a chat to see if he is right for you, I would suggest getting in touch.

He understands the value of trust and relationships, and confidence and has a practical, no-nonsense approach and this fits perfectly with hardworking business owners.”

caroline, pink spaghetti

our customer

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

“Work to Live Financial Planning has helped my clients with practical, efficient advice to help them plan for the future.

Ian takes into consideration their plans for the future to ensure that are setting themselves up correctly - highly recommended.”

rachael, accountant
our customer
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