Can I afford to help out my children/grandchildren now?

Being able to give children or grandchildren a helping hand with school fees, university fees or that first step onto the housing ladder, is something many of our clients would like to be able to do. And for good reason; there are many benefits to gifting money to younger generations during your lifetime, including:

  • Being able to help family members when they most need it
  • Being able to see the benefit your gift produces during your lifetime
  • Intergenerational planning can help to reduce the Inheritance Tax bill due on your estate
  • Introducing younger generations to benefits of financial planning

However, before making a gift, you need to know that the gifting will not jeopardise your own security and ability to live comfortably.

Who we work with

We want to be sure we can provide the standard of excellence and service that our clients deserve. That’s why we are careful about only working with those clients for whom we can provide our very best work.

Our clients work with us because they value a long-term, meaningful relationship and an extraordinary, personalised service. They engage us to help them achieve goals and aspirations that mean something in their life. And that is what we always strive to deliver.

That means if you’re looking for a one-off piece of transactional financial advice, we may not be the right fit for you.

Our services are best suited for those who:

  • Are company directors / senior executives / partners in a professional practice
  • Business owners, or
  • Are widowed
  • Are saving for future plans or preparing for retirement
  • Have a good lifestyle and want to protect it
  • Would like some professional and personal guidance on how to help you get the best from your life with the money you have

Mostly, we meet new clients at a crossroads in their life; they are looking to make changes or overcome worries about the future.

Our services are therefore designed for clients who are facing key life decisions, looking for personal and professional guidance about their goals and who may need existing assets realigned into a comprehensive lifestyle financial plan.

If you’re unsure whether our services are right for you, get in touch and we’ll be happy to answer your questions.

How we can help

We can help you achieve a balance between passing on wealth to your loved ones in a way that achieves maximum benefit, and allowing you to live the retirement lifestyle you are entitled to after a lifetime of hard work.

As registered Lifestyle Planners we understand the importance of planning for a future based on the lifestyle you aspire to. Using our Santorini Retirement Lifestyle Planning methodology, we can connect the dots between your financial realities and the life you have always longed to live.

We can create a ‘truly holistic’ plan to help you achieve all those things you want to do with your money, from taking a holiday of a lifetime, to helping younger generations take their first steps in the world.

Case studies

He opened my eyes to the possibility and gave me the confidence to take the leap.
Jon Langford
client since 2017
When I think about my finances now, I don’t worry
Sue Johnson
client since 2015
Matt didn’t come across as a normal financial services type of person.
Phil & Sharon Middleton client since 2019
Matthew is always accessible.
Richard Langran
client since 2019

Get in touch

ADDRESS

35-37 High Street
Barrow upon Soar
Loughborough
Leicestershire
LE12 8PY