London

Thanks Wealth Planning Limited

Get help to potentially generate a better return on your savings, with a full range of investment options which could include equities, funds and bonds.

Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Get help to understand the best level of life cover, critical illness cover and income protection for you.

Get help with setting specific financial goals, seeing how close you are to achieving them and forming a plan to get on track; whether that is planning for an early retirement or planning to buy your first home.

Financial Mentoring gives you practical tools to help you make decisions. For example, setting a budget, assessing how much investment risk you are willing to take, or using a mortgage calculator to arrive at the best mortgage approach for you.

Through the process of being asked insightful questions, financial coaching helps you develop a better relationship with money, feel calmer and more in control, and build habits that can help you achieve your financial goals.