Lifestyle Financial Planning

Lifestyle Financial Planning is the second step of the proven, award-winning CLEARER wealth management program created by Martin Wilcocks. This builds on the insights gained in your Clarity Session, during which you and Martin defined your life goals and priorities.

Once you know what you’re aiming for, you can calculate what you’ll need in order to achieve your goals. This is called ‘the number’ – that all-important sum which will support your plans and help you to achieve your desired lifestyle and live comfortably in retirement.

expertise

This is where the expertise of a highly experienced financial adviser like Martin Wilcocks really pays off. With your consent, he’ll do the research and detective work needed to create an assessment of your current financial situation. Crucially, he’ll crunch all of the figures to help you know and understand your ‘number’.

your plan and lifestyle

This figure will not only help you achieve your goals, but it’ll also help you to maintain your plan and lifestyle into the future. Every detail is taken into account, from rising inflation costs to the fact that we’re living longer and some retirees will need financial support for upwards of three decades.

prioritised goals

At this point in the CLEARER wealth management program, you and Martin will be on the same page with clear, prioritised goals. You’ll have your ‘number’, as well as greater insight into your financial future.

Now it’s time to start turning your aspirations and dreams into reality, with a bespoke financial plan created by an expert with decades of industry expertise. Martin Wilcocks will take a comprehensive, holistic view of your finances, with all plans and recommendations geared at achieving the goals you’ve defined together.

For more information about the CLEARER program, get in touch with Martin Wilcocks today. Give him a call on 0845 200 4041 – he’s happy to answer your questions and give you all the information you need to know.

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