How much is enough?

The majority of people have no idea how much money they need for the rest of their life. You may have income, assets and investments but no idea what it all means, or what sort of financial future awaits you.

How much money do you need for the rest of your life?

So, if you feel like this, you’re not alone! The big question is: are you going to run out of money? Or die with too much?!

What we all need to know is how much is ‘ENOUGH?’

If you don’t yet have enough or on course to have enough then you need to know how much to save, earn or sell your business so that you can have enough to live a 3 or 4 decade retirement.

Knowing what you actually need can be enlightening. It can put you in control. Knowing how much is enough will give you the freedom to live your life better. After all, life isn’t a rehearsal. We don’t know how long we have left.

We will let you know how much your ‘ENOUGH’ is so that you can live your life to the full and you never have to say “If only I had…”

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 to:

  • 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, are looking for some professional and personal guidance on how to help you get the best from their life with the money they have 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

As part of the Santorini Retirement Lifestyle Programme, we use cutting edge lifetime cashflow forecasting tools to help you work out you how much money you will need for the rest of your life and discover how much is ‘ENOUGH’.

Having spent more than 22 years working with business owners and senior executives , we are uniquely positioned to help you discover how much is ‘ENOUGH’.

If you own your own business, this is likely to form a big part financial plan, whether it be the salary and dividends you receive now that funds your current lifestyle, or the pension contributions it makes and its future sale value that will fund your future lifestyle or where it fits into your lifestyle plans..

By knowing what you need to have ‘ENOUGH’, you then know what you need to sell your business for and you can work towards getting the amount you need.

Case studies

He opened my eyes to the possibility and gave me the confidence to take the leap.
Jon Langford
client since 2014
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 2018
Matthew is always accessible.
Richard Langran
client since 2019

Get in touch

ADDRESS

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