Our Services

Cash Flow & Lifestyle Planning

Cash Flow and Lifestyle Planning is the true essence of financial planning – a complete understanding of your financial position and what might happen in any circumstances – in a word “confidence”.

Cash Flow and Lifestyle Planning involves a thorough review of your finances, learning your financial objectives, your lifestyle objectives (such as retirement plans) and important contributory factors such as your attitude towards investment and savings risk.

Past performance is not an indicator of future performance. The value of your investments can go down as well as up, so you could get back less than you invested.

Only through effective Cash Flow and Lifestyle Planning can we attempt to provide answers to some of the financial questions we really want answered, for instance:

    • When can I retire and still meet my financial needs?
    • Will I be able to leave an inheritance for my children?
    • How much do I need to save for my children’s education?
    • What risks do I need to take with my savings and investments?
    • How much protection (Insurance) do I need for my family?

In short, do you think you have a grasp on all your financial needs and requirements?

Take this short quiz to find out!

ScoreMy | financial-planning scorecard

If you would like to discuss your results or speak with us about your financial planning, please get in touch.

Only through effective Cash Flow and Lifestyle Planning can we attempt to provide answers to some of the financial questions we really want answered, for instance:

    • When can I retire and still meet my financial needs?
    • Will I be able to leave an inheritance for my children?
    • How much do I need to save for my children’s education?
    • What risks do I need to take with my savings and investments?
    • How much protection (Insurance) do I need for my family?

Essential building blocks will at minimum involve understanding your income and expenditure plans (both now and in later life), your desired retirement plans and how and how much you wish to save.

 

Bringing together the expertise of all our specialists (Investments, Pensions, Mortgages, Protection) we can put together a complete and holistic plan for you to take away and which we can review every year or should your circumstances change.

Essential building blocks will at minimum involve understanding your income and expenditure plans (both now and in later life), your desired retirement plans and how much you wish to save for them and how you wish to save for them.

 

Bringing together the expertise of all our specialists (Investments, Pensions, Mortgages, Protection) we can put together a complete and holistic plan for you to take away and which we can review every year or should your circumstances change.

Testimonials

Our passion is to provide the highest level of customer service achievable.
This is what some of our clients have said about us.

I can thoroughly recommend Julie as an extremely experienced and well qualified financial adviser. Her Lifestyle approach to financial planning automatically means that the client’s needs and objectives are put first. Julie’s enthusiasm for helping her clients to save money and find the correct solutions for them is infectious and very refreshing.

David White

I have dealt with Chase Wealth Solutions for several years and have always been very impressed with their services.

Julie is extremely knowledgeable and easy to deal with and I have been delighted with her recommendations.

Claire is so helpful and a huge asset to the firm.

Thank you both for helping me in such a friendly and efficient manner!

Margaret Bradshaw

Best thing I’ve ever done coming in to see you. If I hadn’t I’d still be plodding along dreaming of my retirement. I’m certainly happy with your advice – currently living my best life’

Kathi