Lifestyle Financial Planning

One of the biggest problems you face is that you know how important it is to plan and achieve targets, but...
you may not yet be doing this with your personal finances.

Sadly, what this means is that you are likely to fall seriously short of the financial structure you need to support your lifestyle when you finally decide to retire!!

All those years of work – and you may have to cutback in the lifestyle you want to live!!

The fact is, the majority of people leave it far too late before planning for their financial future.

I can’t afford to retire early!! My pension and lump sum will not be enough to live on if I retire early!! I need to keep working until I am 65 as I need full pension!! Do you ever find yourself saying or thinking these things?

So, at what age would you ideally want to retire and remove the stress from your life? At what age do you want to start to achieve all your hopes and dreams for the future, with what time you have left?

Most people do not know where to even begin to work this out. They do not know how to work out “The Number” ie the amount of money they need for their nest egg or even when they have accumulated enough. They also have a fear of the money running out and are unsure if they can live the life they want to in retirement.

Confusion and Frustration mean that very few take action and nothing seems to get done about it. Sound familiar? 


This is not the time to undertake a huge learning curve, piecing together all the solutions to your financial requirements. You need a step by step plan. You need professional advice! 

I help you to work out “Your Number”. I help you to work out how much money you need to live the life that you want to live

Most importantly, I can help you identify the exact age that you can retire and be able to maintain your desired future lifestyle, WITHOUT EVER HAVING THE FEAR OF RUNNING OUT OF MONEY.

How would that make you feel? Would you not feel less stressed and more fulfilled in your job knowing you had taken care of your financial future?

At Vision Lifestyle Financial Planning Ltd we do just that. The result of working with us is that we can provide you with a clear way forward, financial peace of mind and the achievement of your retirement dreams. It is an exhilarating process you will never have experienced with any other financial adviser!

Contact us today on 01324 559 976 and ask to speak to Scott Douglas and take the first step towards financial independence, financial security and total peace of mind.

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