We Are Specialists in
Lifestyle Financial Planning
Your business is Plan A. We build Plan B.
We do more than organise your finances, we focus on building the lifestyle you want.
What is lifestyle
financial planning?
It’s more than investments. It’s about turning your business profits into personal freedom — helping you save tax, grow wealth, and protect your future.
Meet Colin
After stepping away from the corporate world, Colin now draws on his experience to coach individuals and their families as a lifestyle financial planner.
Colin’s mission? To help shape lives and make a real difference by implementing financial strategies to guide people towards their goals in life.
Colin has been included in the VouchedFor Top Rated 2025 guide, distributed by The Times.
VouchedFor’s Top Rated guide aims to identify and celebrate the UK’s best financial advisers, based on client feedback. It’s a huge honour to be included.
Running your business is hard enough.
Planning for your future should be.
What’s my Freedom Number?
Know the point where work becomes optional and you can choose.
Am I already free without selling?
Many owners are closer than they think. Clarity changes decisions.
Expert Lifestyle Financial Planning
We created a firm that we wanted to work for, that matched our lifestyle goals and that meant we could do something we loved: putting our expertise to work in a way that makes a difference for people.
That means that our clients work with someone they know ‘practices what they preach’. We know how important your Chapter 3 is to you, because we’re in the process of living out our own.
Expert Lifestyle Financial Planning
How do we do it? Understanding your Chapter 3 is one thing, but how do we make sure we can get you there?
When it comes to your future, we know it’s important to understand how we work, what we do and how we approach your finances, so we think ‘full transparency’ is the best option.
Clear, Value-Based Charging
Our fees are different. Unlike some structures, you don’t pay more just because you have more to invest. Instead, you pay a flat fee, based on how much work you need us to do, which seems the fairest way to do things.
