A Clear, Tailored Strategy
(Names and details have been changed for confidentiality.)
Net worth breakdown
Your net worth is a reflection of your achievements, hard work, and the future you’re building. But true financial success isn’t just about accumulating wealth – it’s about ensuring it’s structured, protected, and working in your favour.
This chart provides a clear breakdown of your assets – cash, investments, pensions, property, and liabilities – so we can help you make smart, informed decisions.
- Could tax efficiencies help you protect more of your wealth?
- Are your assets working hard enough for you?
- Do you have the right balance between security and growth?
At Life Planning Ltd, we go beyond just managing wealth – we focus on what it enables you to do. Whether that’s spending more time with family, traveling the world, or securing your legacy, we ensure every part of your financial plan is built around what matters most to you.
Let’s take your wealth from a number to a powerful tool that gives you freedom, confidence, and control.
Income vs. expenditure analysis
One of the greatest fears many people have is not knowing if their money will last. Will you be able to maintain your current lifestyle? Will unexpected costs disrupt your plans? This chart provides a clear, visual understanding of how your income and expenses change over time, ensuring you stay in control, no matter what life brings.
The blue bars represent income – your earnings, pensions, or investment returns.
The red bars highlight shortfalls, showing where adjustments might be needed.
This insight allows us to proactively plan, optimise your resources, and eliminate financial stress – so you can focus on living life to the fullest.
We don’t just look at numbers; we look at your life. Your goals, your ambitions, your peace of mind. Our expertise ensures you make smart financial choices that keep you secure, today and in the future.
Will your wealth last as long as you need it to?
For many, wealth isn’t about the numbers – it’s about the freedom it gives you to enjoy life, support your family, and pursue your passions. This chart helps answer a fundamental question: Will your money last?
The blue section represents security – your wealth working for you.
The red area is a warning sign, showing potential financial shortfalls.
Our job is to ensure you never have to worry about running out of money.
With a bespoke, well-structured plan, we make sure your wealth is protected and optimized, so you can spend with confidence, knowing your future is secure. Whether that means adjusting investment strategies, restructuring income sources, or using tax-efficient withdrawal methods, we’ll be with you every step of the way.
You’ve worked hard for what you have – now let’s make sure it works for you.
A financial plan that works for you
At Life Planning Ltd, we believe financial planning isn’t about spreadsheets and numbers – it’s about you, your family, and the life you want to live. This Lifetime Cashflow Projection is more than just a forecast; it’s a vision of your future, tailored to your aspirations.
Imagine knowing exactly how your money will work for you over time. The blue area represents financial security – your income, savings, and investments sustaining your lifestyle.
The black dashed line shows your current position, and the orange dashed line ‘What If?’ scenario explores opportunities to improve, protect, and enhance your financial future.
Our role is to guide, support, and empower you to make the right choices. Whether it’s achieving financial independence, retiring early, or ensuring your wealth lasts for generations, we work side by side with you to turn financial security into a reality.
