We work with clients in 40s to help you build your wealth. Together we will create a financial plan so you can use your money to live the life you want to live now & in the future.
All underpinned with expert independent financial advice around pensions, investments & insurances.
We will help you to simplify your financial life - cut through the noise and give you a clear plan to get you on track for the future. Our approach to financial planning helps you grow your wealth, invest smartly and pay less tax.
We work with professionals who typically have either built up substantial assets (£250,000+) or have a high level of earnings (£150,000+). We help you to see the big picture when it comes to your money and help you understand what it means for your future.
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We believe that the idea of a traditional retirement is outdated, it's often too late to start living the life you want.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.
“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!”
“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.”
“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.”
